Retirement Income Planning
To instead read “Personalized retirement income strategies designed to support income needs throughout retirement, with the goal of helping clients maintain their lifestyle and reduce the risk of outliving their assets.
Financial Planning
Tailored financial roadmaps that integrate short- and long-term goals, accounting for life changes, market fluctuations, and evolving needs.
Investment Portfolio Management
We work to maximize retirement income through strategic dividend investing and strategic asset allocation – our Dividend Income Model. The term "strategic" underscores our commitment to maintaining a disciplined, long-term focus on achieving the desired allocation, rather than making reactive adjustments in response to short-term market fluctuations. By avoiding the pitfalls of active management and embracing the principles of passive investing, we provide a structured investment approach designed to help clients pursue their long-term financial goals.
Advanced Tax Planning
Strategies designed to reduce tax liability through careful planning, with the goal of helping clients retain more of what they earn. as well as tax-efficient retirement income strategies. We also have in-house, an Enrolled Agent who is a federally authorized tax practitioner able to represent taxpayers before the IRS. We also offer tax return preparation (Provided by Minka Hull, EA).
Tax Preparation
Full-service tax preparation for clients. Tax services are provided by Minka Hull, EA, independently of United Planners.
Estate Planning Preparation
Estate planning support to help clients prepare their wealth for the future, with strategies designed to reduce potential tax impact and facilitate the transfer of assets.
Trust Preparation
Guidance in preparing and planning for the attorney-drafted trusts designed to assist in planning for the management and distribution of wealth.
Charitable/Advanced Tax & Estate Planning
Sophisticated strategies designed to integrate philanthropic goals with comprehensive tax and estate planning, with the goal of helping clients maximize their charitable impact while potentially reducing tax liability and facilitating efficient wealth transfer to beneficiaries and causes they care about.
Mission Hills Financial provides investment advisory services and does not guarantee investment results, income sustainability, or tax outcomes. Estate and trust planning services are limited to preparation and coordination; legal documents are drafted by licensed attorneys. Tax services are offered by Minka Hull, EA, and are separate from investment advisory services. Clients’ results may vary based on individual circumstances.