FAQs
- What types of customers have you worked with?
As a client of Foothill Financial, you will benefit from ongoing investment management services provided with an unmatched level of personal service. Depending on your unique financial profile and investment goals, our services may include: Planning for Retirement Investment Management Estate Planning Overview College Planning Asset Protection Transition Services (widowhood or divorce)
- What advice would you give a customer looking to hire a provider in your area of work?
Know the difference between an RIA(Registered Investment Advisor) and a Broker Dealer. Know how your advisor gets paid.
- What questions should customers think through before talking to professionals about their project?
We do not accept compensation, gifts or other incentives from investment funds or brokerage firms. Rest assured, we will never try to sell you on a specific financial product, service or investment fund unless we truly believe it fits into your long-term goals, asset allocation model, and risk level.