Hill & Mitchell Group

Get a Clear Retirement Plan — Built Around Your Numbers

We work with Kansas City households with $300k+ invested who are 5–15 years from retirement. One focused conversation. Clear next steps. No obligation.

- Over 50 Years Combined Advising Experience
- Over $220 Million Assets Under Management
- Over 500 Households Served

Request Your Free Retirement Review

Complete the short application on this page. If there is a strong mutual fit, we will schedule a focused retirement strategy call.

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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.

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

FAQs

Are you a good fit for me?

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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


Our Retirement Review Process

  1. Complete a short application

  2. Schedule a focused discovery call

  3. If applicable, build a one-page retirement snapshot

  4. Determine if ongoing advisory support makes sense

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What is your process?


Comprehensive Retirement Planning Includes:

- Income planning and distribution strategy
- Portfolio risk alignment
- Rollover coordination
- Tax-efficient withdrawal planning
- Ongoing portfolio management

3

What do you help with?


Is there any cost or obligation for the retirement review?

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No. The initial retirement review call is complimentary. Our goal is to understand your situation and determine if there's a strong mutual fit. There's no pressure and no obligation.