Our Founder, Roland Stadelmann, MRFC®, believes that managing your money wisely means being knowledgeable about all the options available to you.
That’s why Foothills Financial Group places a heavy emphasis on financial education. It’s this focus on education that led Foothills Financial Group to join the national network of like-minded financial advisors known as The Retirement Income Store®.
As part of our financial education efforts, we thought it would be helpful to list the answers to some frequently asked questions. One of those questions is:
Why should I hire an Income Specialist from Foothills Financial Group to be my financial advisor? Since our inception, Foothills Financial Group has been on a mission to help clients create a path to financial peace of mind. Built upon a solid foundation of excellent client service and in-depth market knowledge, our ultimate goal is to help clients retire with confidence, knowing they’ll have the income required to enjoy the activities that fill their lives with purpose.
As a Retirement Income Store, Foothills Financial Group is uniquely qualified to help clients invest in income-generating securities designed to better preserve their savings—so they can use it as a renewable source of income they can count on in retirement.
Q. The Income Specialists at Foothills Financial Group are financial advisors who are also fiduciaries. What does that mean?
A. A fiduciary is someone who is legally obligated to always look out for your best interests. Examples of fiduciaries include doctors, lawyers, and some financial advisors.
Q. What is an Income Specialist?
A. An Income Specialist is a financial advisor who is uniquely qualified to help clients reduce their exposure to market risk, so they can better preserve their savings and use it as a renewable source of income in retirement.
Q. What does Investing for Income mean?
A. It’s a manner of investing that is focused on income-generating investments designed to help preserve your savings, so you can use it as a source of ongoing interest and dividend payments you can count on.
Q. How much do I need to retire?
A. When it comes to planning and saving for retirement, there is no set amount that will be right for all. The right amount will vary and depend on things like your age, life expectancy, and the lifestyle you want to enjoy in retirement. What’s most important is that you utilize an investment strategy that’s appropriate for your current stage in life and your level of risk tolerance.