Paul Byron Hill, CFP^®

WMCP, ChFC,

President and CEO

Professional Financial Strategies Inc.

1159 Pittsford-Victor Rd, Ste 120
Pittsford, NY 14534

FINANCIAL ADVISOR'S WEBSITE

www.professionalfinancial.com

(585) 218-9080 CONNECT WITH Paul

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

$2,500 minimum quarterly fee offset by AUM for new clients.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$2,000,000

My Links

Professional Financial website

Paul Byron Hill website

Brochures

Firm Disclosure Brochure

Key Questions for the Informed Investor

Forbes Magazine Article

General

Paul Hill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Professional Financial Strategies Inc. in Pittsford, NY and the surrounding communities.

Financial Advisor Overview

Paul Byron Hill MBA MFP MSFS ChFC WMCP CFP is CEO, president and founder of Professional Financial, one of the first fiduciary advisory firms working in the best interests of clients, specializing in retirement and wealth planning for affluent and aspiring families. He collaborates with a network of professional experts in a virtual family office environment.

Financial Advisor Experience

Paul Byron Hill, WMCP, CFP is a personal chief financial officer who acts in the best interests of clients, bringing together a distinctive management process working with professional specialists for making informed decisions for scientifically-structured investing, secure income, mitigating taxes, protecting assets, and preserving wealth for family and causes for making an enduring impact. Paul earned a pioneering designation as a Certified Financial Planner (CFP) and later as Wealth Management Certified Professional and Retirement Income Certified Professional. Paul received a BA with distinction from the University of Rochester and later an MBA in finance from its Simon Business School. He earned an MS in financial services from The American College MFP along with a Chartered Financial Consultant designation, and then received an MS in financial planning from the College for Financial Planning (now with the University of Phoenix) . The College for Financial Planning appointed Paul as adjunct faculty, and he has taught at St. John Fisher College. He is licensed to teach continuing education to CPAs. Who's Who presented Paul with the Albert Nelson Marquis Lifetime Achievement Award in 2018 and featured him with other recipients in The Wall Street Journal.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - WMCP, ATA RICP WMCP

Insurance Licenses

Life insurance: NY
Health/disability insurance: NY
Fixed annuities: NY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Professional Financial Strategies, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. A current firm brochure and a description of services and schedule of fees is available upon request by calling 585.218.9080.