Hill & Mitchell Group
Retirement Planning for Kansas City Professionals With $300k+ Invested
A structured retirement review designed for households preparing for retirement in the next 5-15 years.
- Retirement income strategy
- 401(k) & IRA rollover planning
- Tax-aware portfolio management
Request Your Retirement Review
Complete the short application on this page. If there is a strong mutual fit, we will schedule a focused retirement strategy call.
Our Team
Aaron Hill, CFP MBA
LPL Financial Advisor
Tim Sindt, MSFP
LPL Financial Advisor
AJ Hill
LPL Financial Advisor
Nedra Mitchell
Client Relationship Manager
Jennifer Hill
Client Service Specialist
David Poskin
Manager of Client Relations
You’ve Built Savings. Now You Want Clarity.
You’ve worked hard, contributed consistently, and accumulated meaningful assets. But some key questions remain:
- When can I retire comfortably?
- Am I taking unnecessary risk?
- How should I transition from growth to income?
- Am I positioned properly for taxes in retirement?
A coordinated retirement plan provides confidence and direction.
FAQs
Are you a good fit for me?
1
This Is a Good Fit If You:
- Are age 40–62
- Have $300,000 or more in investable assets
- Are within 5-15 years from retirement
- Want structured, ongoing professional guidance
What is your process?
2
Our Retirement Review Process
Complete a short application
Schedule a focused discovery call
If applicable, build a one-page retirement snapshot
Determine if ongoing advisory support makes sense
What do you help with?
3
Comprehensive Retirement Planning Includes:
- Income planning and distribution strategy
- Portfolio risk alignment
- Rollover coordination
- Tax-efficient withdrawal planning
- Ongoing portfolio management