Comprehensive Planning and Wealth Management
At Foothills Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource. We provide realistic, practical guidance regarding investment, financial, and insurance planning.
We are an independent financial services firm assisting clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our unwavering commitment to your best interests is at the core of each recommendation we make. You deserve to work with a financial advisor who is dedicated to helping you pursue your goals through a comprehensive assessment of where you stand now and where you would like to be.
Based in upstate South Carolina, we work with clients throughout the southeast United States. We invite you to contact us today to learn more about how we can help you build, protect, and preserve your wealth.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Marriage changes everything, including your insurance needs.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the value of a home warranty.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all your options when it comes to managing your taxable income?