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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Gaining a better understanding of municipal bonds makes more sense than ever.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding the value of a home warranty.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Do you know these three personal finance sayings?