Services

Services

Foothills Wealth Management specializes in developing customized financial strategies for individuals, families and business owners. As your financial steward, we coordinate the advice and guidance you receive from your trusted advisors—financial, tax and legal professionals—in an effort to help you pursue your goals with confidence and bring clarity to even your most your complex financial challenges.  

FINANCIAL PLANNING 

  • Goal planning
  • Cash flow & income analysis
  • Retirement income planning
  • 401(k) and pension plan review
  • Concentrated stock strategies
  • Stock option analysis
  • Education funding strategies 

INVESTMENT MANAGEMENT 

  • Portfolio diversification and asset allocation strategies
  • Tax-sensitive investments
  • Quarterly performance reports
  • Monthly statements and annual reviews
  • Online account access

LEGACY PLANNING

  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies
  • Private foundations
  • Trust management services
  • Business succession/exit planning

WEALTH VISIONSM

  • Online account aggregation & financial planning system
  • Balance sheet/Net worth statements
  • Financial goals/plans
  • Asset allocation strategy
  • Tax documents, trusts, wills and other private records
  • Document storage
  • Insurance policies and coverages

 


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