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
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the turbulence, it is to act with...
Respect Rising Risk and Volatility, but Hold Your Ground
Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament, as the S&P 500 index...