Company History


Hill Financial was founded in 2002 with the intent of helping businesses and individuals manage their finances through insurance. While working in the financial and insurance industry, Dave worked with life, annuity and preneed insurance.

After working in corporate America for more than 20 years in various senior executive positions in the insurance and annuity industry, he witnessed firsthand the problems caused by shortfalls to families and funeral homes who promote preneed. Dave decided to establish his own business that would help funeral homes become financially stronger.

Hill Financial is a “boutique” firm that specializes in the preneed industry, working with funeral homes, preneed agents and their families. Hill Financial provides detailed financial analysis, customized marketing plans, and consulting services for their clients. Hill Financial currently works with numerous companies that provide preneed insurance for consumers.

In addition to preneed insurance, Hill Financial also assists clients with retirement assets, utilizing Equity Index and Fixed Index annuity products.