Over the years, we have found that a team approach is the best way to help our many clients maneuver through the complex financial services world. We believe it is highly beneficial for clients to get insights and opinions from a variety of sources with diverse backgrounds, educations, and experience.
We know there is no one strategy that fits everyone, which is why every client gets our personalized, individual attention—from the planning execution stage through follow-up and ongoing management. We take a proactive approach to helping you develop a financial strategy that addresses your needs and aligns with your goals, using the most efficient and effective methods possible.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they become problems. Our goal is 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.
We are retirement income specialists who create financial peace of mind for those who are retired or nearing retirement.
At Foothills Financial Group, our commitment to watching over our clients’ retirement income and assets creates more opportunities for them to experience happiness and security.
Our clients prefer to leave financial management to us so that they can focus on other aspects of their lives 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.
Foothills Financial Group is built upon a solid foundation of excellent client service and in-depth market knowledge. We provide over 30 years of experience to our valued clients, leading them with clear and focused guidance toward their retirement goals.
We believe that managing your money wisely means being knowledgeable about all your options. That’s why we place a heavy emphasis on financial education.
As your advisors, 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 successfully manage a strategy that’s designed to address your unique situation.