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Welcome To Foothills Financial Group
A Confident Retirement
Starts Here

Foothills Financial is fully committed to creating financial peace of mind for our clients in or near retirement.

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Building Trust, One Retirement Plan at a Time

We are retirement income specialists who create financial peace of mind for those in or nearing retirement.

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Why Work With Us
Foothills Financial is focused on you and your needs as you approach retirement.

We are experienced retirement planning specialists with a reputation for excellence. Because we have confidence in our process, you can have confidence in your retirement.

More specifically, we specialize in teaching clients in retirement and approaching retirement how the world of income-generating investment instruments and strategies can be used to help them meet their current financial needs, achieve their long-term financial goals, and avoid common retirement-planning mistakes.

Our ultimate goal is to help you retire comfortably and confidently so you can have more freedom to live with purpose.

Our Ideal Client 
We help those that are looking for:

Reliable Retirement Income

As a Retirement Income Source firm, we are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $2 billion in client assets.

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Smart Tax Planning Strategies

As tax and financial advisors, Foothills Financial Group, Inc. has found that the keys to avoiding that problem are awareness and planning.

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Long-Term Care and 
Security Solutions

We can help ensure you have the right insurance policies in place to help protect you from the unexpected.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process 
We strive for excellence as much as you do.

Step 1:
Discovery

Our process begins at our initial meeting. We get to know one another and focus on what your specific needs are as well as what you want your investment capital to do for you.

Step 2: 
Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to your unique needs and goals. We then develop a comprehensive plan that outlines the steps we recommend for long-term success.

Step 3:
Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Step 4: 
Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

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Stay Connected 
Our Retirement Blog

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Key Money Moments: 4 Times You Should Talk to a Pro

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When to Self-Insure

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Saving for College

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Ready to Plan Your Retirement Journey?

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