I have a deep understanding of all of the products that I offer to my clients, and how those products will benefit them.
Expertise
My expertise lies in my ability to protect my clients portfolio through the use of products and planning.
Trust
I take great pride in my clients consistently coming back to me for advice, and referring me to their family and friends.
Our Process
Our Tested & Proven Process
At Foothill F.I.S., everything that we do has a reason. From step one to step three, every action is intentional to get you to the best financial place possible.
You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be.
Income Strategies
With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that he or she can rely on during retirement.
Life Insurance
While everyone should have life insurance, the industry has evolved and created cutting-edge and versatile products that not only provide a death benefit, but also accumulate cash value.
Annuities
Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today
IRA/RMD Rollovers
Qualified accounts are unique in that they are tax-favored retirement accounts.
Asset Protection
In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is…
Social Security Optimization
With over 2,728 rules, more than 567 different ways to claim Social Security, and possibly hundreds of thousands…