service - individuals and families
financial planning
We take a comprehensive approach to financial planning, incorporating a wide range of strategies into a single plan to guide your decision making. Our goal is to provide you with the confidence of knowing all aspects of your financial life are well cared for and working together in pursuit of your goals.
From our position on a “hill,” we start by taking a high-level view of your overall financial picture in order to identify any potential gaps that need to be filled. From there, we dive deep into your accounts, investments, insurance strategies and more to help ensure all aspects of your financial life are working together toward your goals.
We then work with you to develop a custom financial plan to meet your needs and help you remain on track toward your long-term goals. Once your plan is established, we meet with you on a regular basis to make any necessary adjustments and ensure your plan continues to meet the needs of your ever-evolving life.
Based on your specific needs and goals, we incorporate a wide range of financial planning strategies, including:
Retirement Savings And Investing
Retirement Income Planning
Risk Management
Charitable Giving Strategies
College Planning
Healthcare Planning
Investment Management
Large Purchase Planning
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Connect with Cottage Hill Capital
Your Investment Management & Financial Planning Solution.
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Frequently asked questions
What types of investments do you offer?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Why did you name your firm Cottage Hill Capital?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Who will I work with?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
What percentage of your time is reserved for serving clients?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
How do I get started?
We take an open architecture approach to investing, which means we are free to choose from a virtually unlimited universe of investments in order to build custom portfolios based on our clients’ needs. As an independent advisory firm, we have no parent company, joint ventures or investment manager affiliations. This allows us to choose a diversified mix of investments specifically designed to help you achieve your long-term goals.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Cottage Hill Capital and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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