Flexible Wealth Planning From a Trusted Advisor
We’ll have an open dialogue to help you weigh the pros and cons of wealth planning solutions, all to help you make decisions that align with your goals.
Our Services
At Foothill, our process starts by gathering your financial information, which forms the foundation of your wealth plan. We take a data-driven approach and will identify the benefits and drawbacks of the wealth solutions we propose so you can decide what is right for you.
Insights
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are...
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and...