Foothill F.i.s.

Curating a plan made only for you.


Your Golden Years

At Foothill F.I.S., we specialize in financial and insurance services tailored to helping you live the retirement you have worked so hard for. Our unique planning process begins by understanding your goals and building a financial strategy to meet your goals. You, our client, are our top priority and we are determined to work with you to provide you and your family the financial independence you deserve.  

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.

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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.

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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…

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Social Security Optimization

With over 2,728 rules, more than 567 different ways to claim Social Security, and possibly hundreds of thousands…

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