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P R S T S T DUS POSTAGE
PA I DCartersville, GAPERMIT No 168
406 Creekstone RidgeWoodstock, GA 30188
INSIGHTS
ACCREDITEDBUSINESS
BBBTM A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
“We Help You Keep What You’ve Earned.”
Quarter 4, 2013
From the Desk of Morgan Hill:Paula Pass Promoted to Director of Operations
Welcome to the end of another year and what a year it has been! So many noteworthy things have occurred economically, governmentally, and historically. We have seen the Stock Market rally and break records. We have witnessed the
thhistoric Affordable Health Care rollout. We have commemorated the 50 anniversary of John F. Kennedy’s assassination.
Another important and noteworthy milestone that occurred in 2013 at Hill & Hill Financial is the recent promotion of Paula Pass from Client Relationship Manager to Director of Operations.
As many of you know, Paula joined our team in the spring of 2012 and from the first day we knew we had a team member who shared our values and would care about our clients and our work ethic as much as we do.
Since joining Hill & Hill Financial, Paula has improved many of our internal systems and procedures and spent a lot of time becoming familiar with our client base, products and vendors. Additionally, Paula spent much of her free time over the summer months studying and researching so that she could attain her goal of becoming an Investment Advisor Representative as well as a Registered Representative. What this means in simple and practical terms is Paula is licensed to assist me with a full array of investment issues.
Paula’s duties still include that of a Client Relationship Manager, overseeing and caring for the client base of Hill & Hill.
Holly and I are pleased to have Paula Pass as a key team member and appreciate her natural talents, professionalism and desire to continue the Hill & Hill legacy of Helping You Keep What You’ve Earned!
However, her responsibilities have expanded to include assisting me with short and long term strategic planning, functional efficiencies in communication and research and development.
Atlanta • Chattanooga • Knoxville
Visit www.hillandhillfinancial.com or call us at 800-887-9647 if you have any questions. To have Morgan D. Hill speak to your organization or club of 10 or more, contact our office!
The next time you talk with Paula or contact her via email,please join me in congratulating her on this important and worthwhile achievement.
City Date Day Time Location Phone
Chattanooga
Chattanooga
Chattanooga
Knoxville
Knoxville
Knoxville
Cleveland
Cleveland
Cleveland
Jan. 14, 2014
Jan. 16, 2014
Jan. 22, 2014
Feb. 12, 2014
Feb. 13, 2014
Feb. 18, 2014
Mar. 4, 2014
Mar. 6, 2014
Mar. 11, 2014
Tuesday
Thursday
Wednesday
Wednesday
Thursday
Tuesday
Tuesday
Thursday
Tuesday
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
The Chophouse
The Chophouse
The Chophouse
Peerless
Peerless
Peerless
Bald Headed Bistro
Bald Headed Bistro
Bald Headed Bistro
888-324-1060
888-324-1060
888-324-1060
800-234-9518
800-234-9518
800-234-9518
888-324-1060
888-324-1060
888-324-1060
Invite a Friend or Twoand Join Us for One of Our 2014 Workshops!
Paula PassDirector of Operations
ACCREDITEDBUSINESS
BBBTM A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
“We Help You Keep What You’ve Earned.”
HAPPY ANNIVERSARY!OctoberLynn and Grace Comfort 56 Carl and Nellie Poland 39Billy and Nita Crowe 55 John and Bonnie Milliard 31George and Dot Shuford 53 Steve and Paula Patterson 29Jim and Jeannie Ruthem 52 Ray and Georgia Rorex 28Carson and Evelyn Madewell 50 Fred and Kristina Holland 25John and Linda Tucker 42 Jerry and LaRee Hackney 23TG and Hazel Ramsey 42 Russ and Wanda Cox 21Don and Pat Malone 38 Marshall and Dorothy Rivers 15Robert and Arlene McAree 37
Billy and Marie Byrd 30 DecemberLee and Nancy Martz 26 Dick and Manilla Singh 59Bobby Ray and Gail Hicks 25 WL and Lucille Shipman 58Wayne and Barbara Naessig 12 Alan and Donna Lowe 55Greg and Sandy Polk-Houston 8 Jim and Juanita Reed 53Angie Wallace Gerald and Judith Gammon 52 and Kenny Gibson 3 Stan and Dee Kimmett 47 Eugene and Elaine Baker 45November Tom and Peggy Russell 44Bob and Norma Goff 63 Jerry and Dolores Beavers 44William and Nancy Sneed 52 David and Cheryl Herr 33Richard and Nelda Twitchell 52 Rick and Kim Patton 32Jack and Carolyn Ammons 51 Robert and Elizabeth Whitaker 30Errol and Pat Oare 42 Jerry and KathyMike and Connie Stephens 41 Montgomery-Self 6
Eugene and Joanne Cote 1Mike and Jeannie Chambers 40
BEST PRACTICESBy: Holly S. Hill
According to Wikipedia online, a best practice is a method or technique that has consistently shown results superior to those achieved with other means, and that is used as a benchmark. In addition, a best practice can evolve to become better as improvements are discovered.
The Oxford Dictionary online describes a best practice this way: noun - commercial or professional procedures that are accepted or prescribed as being correct or most effective.
No matter how you say it, a best practice is something that all businesses should strive to achieve in all areas of management. Here at Hill & Hill Financial, we too try to apply best practices to all that we do. Of course we are only human and once in a while we may find an opportunity to improve our standards and procedures.
From the moment Morgan Hill formed Hill & Hill Financial, he and I both decided the best way to grow a successful company, was to not only remain committed to the highest standards available to us in the way of products, personnel and systems, but also to include compassion and care as well. After all, we are not just managing people’s portfolio’s, we are helping families achieve their goals for their future and many times for their families future as well. Behind every account number there is a person that we know personally.
As we wrap up 2013 and head into 2014, we will be taking time to rest, recharge and enjoy family and friends just like everyone else. But we will also be looking at how we can continue to enhance our systems and operations so that we can continue to claim our own best practices within Hill & Hill Financial that will in turn allow us to continue to Help Our Clients Keep What They’ve Earned.
BUSTER SAYS: WELCOME NEW CLIENTSIsn’t it Romantic
To be added or deleted from the anniversary list, or to submit a correction,please email Paula at [email protected] or call 800-887-9647.
DID WE MISS YOU?
Karen NanceJudy Soloman
David and Laura MorrisonRod and Nancy DeVeeGary and Rhonda Kidd
Richard Webber and Michele GolleyCharles and Judy Hass
Steve and Dana Burgess
Congratulations to Janice and Harold Presnellrdwho celebrated 25 years on September 3 of this year!
James and Charlene GoskowiczSteve and Teresa CarolandJerry and Debbie Summers
Gary and Paula GradyAxel and Linda Letzin
Luke and JoAnne LivingstonPhil and Barbara Fleming
Buster Asks: Are you receiving the Weekly Market Update, an e-blast sent once a week that has current informationand interesting articles? Feel free to contact us at 800-887-9647 or
[email protected] to be added to the mailing list. Email or regular mail is available!
We would liketo wish
everyone a veryMerry Christmasand a prosperous
New Year!
We thank youfor your loyalty
and look forwardto continueserving you
in 2014!
One Easy Phone Number! 800-887.9647www.hillandhillfinancial.com
Congratulations to you all!
ACCREDITEDBUSINESS
BBBTM A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
“We Help You Keep What You’ve Earned.”
HAPPY ANNIVERSARY!OctoberLynn and Grace Comfort 56 Carl and Nellie Poland 39Billy and Nita Crowe 55 John and Bonnie Milliard 31George and Dot Shuford 53 Steve and Paula Patterson 29Jim and Jeannie Ruthem 52 Ray and Georgia Rorex 28Carson and Evelyn Madewell 50 Fred and Kristina Holland 25John and Linda Tucker 42 Jerry and LaRee Hackney 23TG and Hazel Ramsey 42 Russ and Wanda Cox 21Don and Pat Malone 38 Marshall and Dorothy Rivers 15Robert and Arlene McAree 37
Billy and Marie Byrd 30 DecemberLee and Nancy Martz 26 Dick and Manilla Singh 59Bobby Ray and Gail Hicks 25 WL and Lucille Shipman 58Wayne and Barbara Naessig 12 Alan and Donna Lowe 55Greg and Sandy Polk-Houston 8 Jim and Juanita Reed 53Angie Wallace Gerald and Judith Gammon 52 and Kenny Gibson 3 Stan and Dee Kimmett 47 Eugene and Elaine Baker 45November Tom and Peggy Russell 44Bob and Norma Goff 63 Jerry and Dolores Beavers 44William and Nancy Sneed 52 David and Cheryl Herr 33Richard and Nelda Twitchell 52 Rick and Kim Patton 32Jack and Carolyn Ammons 51 Robert and Elizabeth Whitaker 30Errol and Pat Oare 42 Jerry and KathyMike and Connie Stephens 41 Montgomery-Self 6
Eugene and Joanne Cote 1Mike and Jeannie Chambers 40
BEST PRACTICESBy: Holly S. Hill
According to Wikipedia online, a best practice is a method or technique that has consistently shown results superior to those achieved with other means, and that is used as a benchmark. In addition, a best practice can evolve to become better as improvements are discovered.
The Oxford Dictionary online describes a best practice this way: noun - commercial or professional procedures that are accepted or prescribed as being correct or most effective.
No matter how you say it, a best practice is something that all businesses should strive to achieve in all areas of management. Here at Hill & Hill Financial, we too try to apply best practices to all that we do. Of course we are only human and once in a while we may find an opportunity to improve our standards and procedures.
From the moment Morgan Hill formed Hill & Hill Financial, he and I both decided the best way to grow a successful company, was to not only remain committed to the highest standards available to us in the way of products, personnel and systems, but also to include compassion and care as well. After all, we are not just managing people’s portfolio’s, we are helping families achieve their goals for their future and many times for their families future as well. Behind every account number there is a person that we know personally.
As we wrap up 2013 and head into 2014, we will be taking time to rest, recharge and enjoy family and friends just like everyone else. But we will also be looking at how we can continue to enhance our systems and operations so that we can continue to claim our own best practices within Hill & Hill Financial that will in turn allow us to continue to Help Our Clients Keep What They’ve Earned.
BUSTER SAYS: WELCOME NEW CLIENTSIsn’t it Romantic
To be added or deleted from the anniversary list, or to submit a correction,please email Paula at [email protected] or call 800-887-9647.
DID WE MISS YOU?
Karen NanceJudy Soloman
David and Laura MorrisonRod and Nancy DeVeeGary and Rhonda Kidd
Richard Webber and Michele GolleyCharles and Judy Hass
Steve and Dana Burgess
Congratulations to Janice and Harold Presnellrdwho celebrated 25 years on September 3 of this year!
James and Charlene GoskowiczSteve and Teresa CarolandJerry and Debbie Summers
Gary and Paula GradyAxel and Linda Letzin
Luke and JoAnne LivingstonPhil and Barbara Fleming
Buster Asks: Are you receiving the Weekly Market Update, an e-blast sent once a week that has current informationand interesting articles? Feel free to contact us at 800-887-9647 or
[email protected] to be added to the mailing list. Email or regular mail is available!
We would liketo wish
everyone a veryMerry Christmasand a prosperous
New Year!
We thank youfor your loyalty
and look forwardto continueserving you
in 2014!
One Easy Phone Number! 800-887.9647www.hillandhillfinancial.com
Congratulations to you all!
P R S T S T DUS POSTAGE
PA I DCartersville, GAPERMIT No 168
406 Creekstone RidgeWoodstock, GA 30188
INSIGHTS
ACCREDITEDBUSINESS
BBBTM A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
“We Help You Keep What You’ve Earned.”
Quarter 4, 2013
From the Desk of Morgan Hill:Paula Pass Promoted to Director of Operations
Welcome to the end of another year and what a year it has been! So many noteworthy things have occurred economically, governmentally, and historically. We have seen the Stock Market rally and break records. We have witnessed the
thhistoric Affordable Health Care rollout. We have commemorated the 50 anniversary of John F. Kennedy’s assassination.
Another important and noteworthy milestone that occurred in 2013 at Hill & Hill Financial is the recent promotion of Paula Pass from Client Relationship Manager to Director of Operations.
As many of you know, Paula joined our team in the spring of 2012 and from the first day we knew we had a team member who shared our values and would care about our clients and our work ethic as much as we do.
Since joining Hill & Hill Financial, Paula has improved many of our internal systems and procedures and spent a lot of time becoming familiar with our client base, products and vendors. Additionally, Paula spent much of her free time over the summer months studying and researching so that she could attain her goal of becoming an Investment Advisor Representative as well as a Registered Representative. What this means in simple and practical terms is Paula is licensed to assist me with a full array of investment issues.
Paula’s duties still include that of a Client Relationship Manager, overseeing and caring for the client base of Hill & Hill.
Holly and I are pleased to have Paula Pass as a key team member and appreciate her natural talents, professionalism and desire to continue the Hill & Hill legacy of Helping You Keep What You’ve Earned!
However, her responsibilities have expanded to include assisting me with short and long term strategic planning, functional efficiencies in communication and research and development.
Atlanta • Chattanooga • Knoxville
Visit www.hillandhillfinancial.com or call us at 800-887-9647 if you have any questions. To have Morgan D. Hill speak to your organization or club of 10 or more, contact our office!
The next time you talk with Paula or contact her via email,please join me in congratulating her on this important and worthwhile achievement.
City Date Day Time Location Phone
Chattanooga
Chattanooga
Chattanooga
Knoxville
Knoxville
Knoxville
Cleveland
Cleveland
Cleveland
Jan. 14, 2014
Jan. 16, 2014
Jan. 22, 2014
Feb. 12, 2014
Feb. 13, 2014
Feb. 18, 2014
Mar. 4, 2014
Mar. 6, 2014
Mar. 11, 2014
Tuesday
Thursday
Wednesday
Wednesday
Thursday
Tuesday
Tuesday
Thursday
Tuesday
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
6:00 pm
The Chophouse
The Chophouse
The Chophouse
Peerless
Peerless
Peerless
Bald Headed Bistro
Bald Headed Bistro
Bald Headed Bistro
888-324-1060
888-324-1060
888-324-1060
800-234-9518
800-234-9518
800-234-9518
888-324-1060
888-324-1060
888-324-1060
Invite a Friend or Twoand Join Us for One of Our 2014 Workshops!
Paula PassDirector of Operations
