98 Pacolet St.
Tryon, NC 28782

Smoky mountain ridges

About Us

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Our Retirement Specialists

Our Valued Retiree Clients

Our Mission

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

Foothills Financial’s commitment to watching over our clients’ retirement income and assets creates more opportunity for them to experience happiness and security.

Our clients prefer to leave the financial management to us so that they can focus on other aspects of their life in retirement. They want their hard-earned wealth to be properly preserved and managed without worry or hassle. Because they are open and willing to listen, learn, and follow our proven advice, they are more easily able to enjoy a confident and comfortable retirement.

Our Vision

Foothills Financial Group is built upon a solid foundation of excellent client service and in-depth market knowledge. We offer over 30 years of experience to our valued clients, leading them with clear and focused guidance toward their retirement goals.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your financial future.

As your advisor, we get to know and fully understand your needs, wants, and long-term goals as you approach retirement. We will then help you develop, implement, and monitor a strategy that’s designed to address your unique situation.