Eric Hilliard
CFP®
Branch Manager

5720 Six Forks Road
Suite 201
Raleigh, NC 27609
Phone: 919-846-7268
Fax: 919-846-5352
Toll-Free: 800-332-9409
Contact Us

Map & Directions

How we can help you

Eric and Dick Hilliard are Certified Financial Planners™. As independent professional financial advisors we have been providing individual solutions to our clients for over 30 years. While a financial plan is customized to fit each client's needs, a few familiar circumstances we provide solutions for include:

• Transferring and consolidating 401K, 403b and other retirement savings plans from former employers.
• Sufficiently preparing for a child's upcoming college costs (in spite of an already tight family budget, in some cases) through the use of vehicles such as 529 Plans.
• Consolidating retirement accounts and coordinating investments designed to provide a needed income stream. 
• Developing core and satellite asset allocations, selecting investments with the appropriate consideration for balancing risk and growth opportunities to help ensure a client's financial future.
• Preparing the transfer of assets to the next generation.

Following are some things you can expect while working with us:

You will experience a high-touch, customized approach. We work with you to discover your personal financial objectives, assessing your entire financial situation. We provide individualized solutions that will offer a realistic opportunity to reach your goals.

We regularly screen and monitor service providers. We screen the industry’s best service providers to identify those best suited to your insurance and investment needs.  We monitor those firms we select to ensure they adhere to the objectives for which they were hired and will replace a firm or investment when necessary.  There are many high quality firms and investments available for us to choose from.

Opportunities and risk are balanced with your best interest in mind.  We take an innovative approach to selecting investments and utilize the most advanced techniques to help balance the need for growth with an eye towards mitigating risk.

Continued communication, education and monitoring are essential.  Establishing a plan is just the beginning. Ongoing monitoring and consultations are extremely important and will help us stay on track with our goals as time progresses and your life situations change. We will provide education and guidance along the way so you understand the actions we take and investments we make. We will make every effort to provide high-quality service and experiences. 

We provide emotional support when bears visit. Finally, we will always do our best to guide you through the ups and downs the market experiences along the way, always looking towards achieving our long-term objectives. We will always gladly offer emotional support when the markets are challenging.

Working together as partners, your contribution is key.  We will ask you for a few important contributions that will help us successfully reach our goals for you.

• Please provide us with complete information up front. A good, complete plan requires accurate, complete information.
• Ask questions. Please let us know what you are unclear or concerned about so we can address issues that are on your mind.
• Let us know when things change. Clear and consistent communication regarding life changes (change in family dynamics, job, etc.) will allow us to make adjustments to your investments, if necessary. 
• Call us when you feel concerned or curious about something – or if you just want to review your investment plan.

Using this careful and caring approach over the years has aided our pursuit of long, positive relationships with clients.