From the Desk of Morgan Hill

406 Creekstone Ridge
Woodstock, GA 30188
PRST STD
US POSTAGE
PA I D
Cartersville, GA
PERMIT No 168
Atlanta • Chattanooga • Knoxville
Quarter 4, 2013
INSIGHTS
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
historic Affordable Health Care rollout. We have commemorated the 50th
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.
Paula Pass
Director of Operations
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.
However, her responsibilities have expanded to include assisting me with short and long term strategic planning,
functional efficiencies in communication and research and development. 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!
Invite a Friend or Two
and Join Us for One of Our 2014 Workshops!
City
Date
Day
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
Time
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
Location
The Chophouse
The Chophouse
The Chophouse
Peerless
Peerless
Peerless
Bald Headed Bistro
Bald Headed Bistro
Bald Headed Bistro
Phone
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
To have Morgan D. Hill speak to your organization or club of 10 or more, contact our office!
Visit www.hillandhillfinancial.com or call us at 800-887-9647 if you have any questions.
The next time you talk with Paula or contact her via email,
please join me in congratulating her on this important and worthwhile achievement.
“We Help You Keep What You’ve Earned.”
BBB
TM
ACCREDITED
BUSINESS
A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
BUSTER SAYS: WELCOME NEW CLIENTS
Isn’t it Romantic
HAPPY ANNIVERSARY!
October
Lynn and Grace Comfort
Billy and Nita Crowe
George and Dot Shuford
Jim and Jeannie Ruthem
Carson and Evelyn Madewell
John and Linda Tucker
TG and Hazel Ramsey
Don and Pat Malone
Robert and Arlene McAree
Billy and Marie Byrd
Lee and Nancy Martz
Bobby Ray and Gail Hicks
Wayne and Barbara Naessig
Greg and Sandy Polk-Houston
Angie Wallace
and Kenny Gibson
November
Bob and Norma Goff
William and Nancy Sneed
Richard and Nelda Twitchell
Jack and Carolyn Ammons
Errol and Pat Oare
Mike and Connie Stephens
Mike and Jeannie Chambers
56
55
53
52
50
42
42
38
37
30
26
25
12
8
3
63
52
52
51
42
41
40
Carl and Nellie Poland
John and Bonnie Milliard
Steve and Paula Patterson
Ray and Georgia Rorex
Fred and Kristina Holland
Jerry and LaRee Hackney
Russ and Wanda Cox
Marshall and Dorothy Rivers
December
Dick and Manilla Singh
WL and Lucille Shipman
Alan and Donna Lowe
Jim and Juanita Reed
Gerald and Judith Gammon
Stan and Dee Kimmett
Eugene and Elaine Baker
Tom and Peggy Russell
Jerry and Dolores Beavers
David and Cheryl Herr
Rick and Kim Patton
Robert and Elizabeth Whitaker
Jerry and Kathy
Montgomery-Self
Eugene and Joanne Cote
Karen Nance
Judy Soloman
David and Laura Morrison
Rod and Nancy DeVee
Gary and Rhonda Kidd
Richard Webber and Michele Golley
Charles and Judy Hass
Steve and Dana Burgess
39
31
29
28
25
23
21
15
59
58
55
53
52
47
45
44
44
33
32
30
6
1
Congratulations to Janice and Harold Presnell
who celebrated 25 years on September 3rd of this year!
Congratulations to you all!
We would like
to wish
everyone a very
Merry Christmas
and a prosperous
New Year!
We thank you
for your loyalty
and look forward
to continue
serving you
in 2014!
DID WE MISS YOU?
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.
James and Charlene Goskowicz
Steve and Teresa Caroland
Jerry and Debbie Summers
Gary and Paula Grady
Axel and Linda Letzin
Luke and JoAnne Livingston
Phil and Barbara Fleming
Buster Asks: Are you receiving the Weekly Market Update, an e-blast sent once a week that has current information
and 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!
BEST PRACTICES
By: 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.
“We Help You Keep What You’ve Earned.”
BBB
TM
ACCREDITED
BUSINESS
A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
One Easy Phone Number! 800-887.9647
www.hillandhillfinancial.com
BUSTER SAYS: WELCOME NEW CLIENTS
Isn’t it Romantic
HAPPY ANNIVERSARY!
October
Lynn and Grace Comfort
Billy and Nita Crowe
George and Dot Shuford
Jim and Jeannie Ruthem
Carson and Evelyn Madewell
John and Linda Tucker
TG and Hazel Ramsey
Don and Pat Malone
Robert and Arlene McAree
Billy and Marie Byrd
Lee and Nancy Martz
Bobby Ray and Gail Hicks
Wayne and Barbara Naessig
Greg and Sandy Polk-Houston
Angie Wallace
and Kenny Gibson
November
Bob and Norma Goff
William and Nancy Sneed
Richard and Nelda Twitchell
Jack and Carolyn Ammons
Errol and Pat Oare
Mike and Connie Stephens
Mike and Jeannie Chambers
56
55
53
52
50
42
42
38
37
30
26
25
12
8
3
63
52
52
51
42
41
40
Carl and Nellie Poland
John and Bonnie Milliard
Steve and Paula Patterson
Ray and Georgia Rorex
Fred and Kristina Holland
Jerry and LaRee Hackney
Russ and Wanda Cox
Marshall and Dorothy Rivers
December
Dick and Manilla Singh
WL and Lucille Shipman
Alan and Donna Lowe
Jim and Juanita Reed
Gerald and Judith Gammon
Stan and Dee Kimmett
Eugene and Elaine Baker
Tom and Peggy Russell
Jerry and Dolores Beavers
David and Cheryl Herr
Rick and Kim Patton
Robert and Elizabeth Whitaker
Jerry and Kathy
Montgomery-Self
Eugene and Joanne Cote
Karen Nance
Judy Soloman
David and Laura Morrison
Rod and Nancy DeVee
Gary and Rhonda Kidd
Richard Webber and Michele Golley
Charles and Judy Hass
Steve and Dana Burgess
39
31
29
28
25
23
21
15
59
58
55
53
52
47
45
44
44
33
32
30
6
1
Congratulations to Janice and Harold Presnell
who celebrated 25 years on September 3rd of this year!
Congratulations to you all!
We would like
to wish
everyone a very
Merry Christmas
and a prosperous
New Year!
We thank you
for your loyalty
and look forward
to continue
serving you
in 2014!
DID WE MISS YOU?
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.
James and Charlene Goskowicz
Steve and Teresa Caroland
Jerry and Debbie Summers
Gary and Paula Grady
Axel and Linda Letzin
Luke and JoAnne Livingston
Phil and Barbara Fleming
Buster Asks: Are you receiving the Weekly Market Update, an e-blast sent once a week that has current information
and 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!
BEST PRACTICES
By: 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.
“We Help You Keep What You’ve Earned.”
BBB
TM
ACCREDITED
BUSINESS
A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com
One Easy Phone Number! 800-887.9647
www.hillandhillfinancial.com
406 Creekstone Ridge
Woodstock, GA 30188
PRST STD
US POSTAGE
PA I D
Cartersville, GA
PERMIT No 168
Atlanta • Chattanooga • Knoxville
Quarter 4, 2013
INSIGHTS
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
historic Affordable Health Care rollout. We have commemorated the 50th
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.
Paula Pass
Director of Operations
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.
However, her responsibilities have expanded to include assisting me with short and long term strategic planning,
functional efficiencies in communication and research and development. 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!
Invite a Friend or Two
and Join Us for One of Our 2014 Workshops!
City
Date
Day
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
Time
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
Location
The Chophouse
The Chophouse
The Chophouse
Peerless
Peerless
Peerless
Bald Headed Bistro
Bald Headed Bistro
Bald Headed Bistro
Phone
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
To have Morgan D. Hill speak to your organization or club of 10 or more, contact our office!
Visit www.hillandhillfinancial.com or call us at 800-887-9647 if you have any questions.
The next time you talk with Paula or contact her via email,
please join me in congratulating her on this important and worthwhile achievement.
“We Help You Keep What You’ve Earned.”
BBB
TM
ACCREDITED
BUSINESS
A Full Service Wealth Preservation and Distribution Firm
Toll Free: 800.887.9647 • Fax: 770.516.4368 • www.hillandhillfinancial.com