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How does foothills financial group help?
Services


Worried That Your Financial Strategy
Is Missing Something?

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.

Financial Planning


Making good decisions now can benefit you for the rest of your life, so we approach your financial planning strategies with care. With so many financial products available, we offer important insights into navigating fluctuating markets. We adhere to smart financial planning strategies that are designed to guide the growth and health of your investments throughout your lifetime.

We specialize in helping you achieve your financial goals through income-generating investment strategies, while also providing a wide range of financial planning services, including:

  • 401(k) & IRA Rollovers and Conversions: We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.
  • Estate Planning and Long-Term Care: We can help ensure you have the right policies in place to help protect you from the unexpected.
  • Tax Planning: We’ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement—so you don’t pay any more in taxes than you’re legally obligated to.
  • Estate & Legacy Planning: Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place. By doing so, we can help you preserve more of your estate and help avoid leaving a financial headache behind for loved ones.
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Tax Planning


When you retire, taxes remain a significant consideration, potentially becoming even more burdensome without effective income tax reduction strategies. Foothills Financial Group, Inc. emphasizes the importance of awareness and planning to mitigate this issue.


  • Understanding how different retirement income sources are taxed is crucial for effective tax planning.
  • Social Security income alone is tax-exempt, but additional income sources may result in a portion being taxed, up to 85%.
    Pension income funded with pre-tax dollars is fully taxable, whereas pensions funded with after-tax dollars are partially taxable.
  • Investment income from interest, dividends, or capital gains continues to be taxable, and selling investment shares for income can generate taxable capital gains or losses.
  • 401(k) and IRA accounts are tax-deferred, but withdrawals are mandatory starting at age 73 due to required minimum distributions (RMDs).
  • Foothills Financial Group, Inc. offers retirement tax planning services to help implement tax-saving strategies and reduce the tax burden when withdrawing from retirement accounts.


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Investment Management


At Foothills Financial Group, we specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Our investment management expertise can also provide you with access to any tradable investment available on any U.S. exchange. We educate our clients on their best investment options for long-term growth investing.

Foothills Financial Group’s Investment Management Services Include:


  • Asset Allocation: We help clients diversify their investment portfolios by strategically distributing assets across various categories to minimize risk and maximize potential returns.
  • Wealth Planning: Our wealth planning services focus on creating personalized financial strategies that align with clients' long-term goals, ensuring a secure financial future.
  • Fixed Income Portfolio Management: We manage portfolios that include bonds and other fixed-income securities, providing clients with steady income streams and reduced volatility.
  • Investment Portfolio Management: Our team actively manages clients' investment portfolios, optimizing performance through careful selection and timing of asset purchases and sales.
  • Retirement Wealth Management: We specialize in developing strategies that ensure a steady income during retirement, allowing clients to maintain their lifestyle and financial independence.


Call today to learn more about our comprehensive range of Investment Services.

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Estate Planning


Estate planning is a vital process that involves organizing your assets and affairs to ensure they are managed and distributed according to your wishes after your passing. This process not only provides peace of mind but also ensures your loved ones are taken care of and that your legacy is preserved.


Here’s why estate planning is important and how it can benefit you:


  • Protection for Loved Ones: Ensure that your family and dependents are financially secure and that any specific needs are catered to.
  • Minimize Estate Taxes: Proper planning can help reduce the taxes imposed on your estate, leaving more for your heirs.
  • Avoid Probate: A well-structured estate plan can help bypass the lengthy and complex probate process.
  • Care Decisions: Specify your healthcare wishes in case you become unable to make decisions for yourself.
  • Business Continuity: If you own a business, an estate plan can outline how it should be managed or passed on.


Estate planning is an essential step in ensuring your wishes are honored and your loved ones are protected. Taking the time to create an estate plan now can prevent complications and provide clarity for everyone involved.


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Why Work With Us 
Who You Work With

Makes A Difference

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.