Foothills Financial Planning, Inc

Phoenix, Arizona, United States | Financial Advisors

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About

At Foothills Financial Planning, we take pride in our strong client orientation. We provide independent, objective advice that is tailored to your needs, not product sales. The services we offer can range from a consultation to address a specific goal to building a comprehensive financial plan that will help you live with the peace of mind that your financial house is in order. If you are a do-it-yourself investor, we can provide a second opinion to provide validation that you{re moving in the right direction. Other examples of the services we provide include:Hourly Investment AdviceInvesting is the key to developing wealth over time. Foothills Financial Planning aims to help you maximize your investing success while minimizing your risk. This is not a one-size-fits-all proposition. Your specific objectives, time horizon, and willingness to accept risk are each key components in developing a realistic investment plan that is personalized for you.Retirement PlanningPlanning for retirement doesn{t have to be complicated, but there are a number of investment vehicles available on the market, and we will help you navigate the options to decide what makes sense for you. We can review your 401k or 403b, and optimize the investments within those accounts. Perhaps most importantly, Foothills Financial Planning will design a strategy that balances contributions between the various accounts and investments to ensure that you maximize your tax planning, both now and at the time you must draw from your retirement funds.

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