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
In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.
“It doesn’t matter how smart you are unless you stop and think.” —Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh?...
The Economy Looks “Just Right” Despite Mixed Signals
“Our Earth is degenerate in these later days; bribery and corruption are common; children no longer obey their parents; every man wants to write a...
Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.
“It’s déjà vu all over again.”— Yogi Berra The first six months of 2024 were equally as kind to investors as the first six months of 2023. And...