Colorado-registered investment adviser | Fiduciary advice | Independent asset custody
Led by Shane Smith, CPA, CFA | Colorado-registered investment adviser
Tax and Investment Experience in One Advisory Relationship
Foothills Investments is led by Shane Smith, CPA, CFA. His combined background in taxation, financial analysis, and investment management helps clients evaluate financial decisions from more than one perspective.
Specialized Planning
Business Owners
Coordinate personal wealth, business cash flow, retirement plans, succession considerations, and the eventual transition from business value to personal financial security.
Retirement
Evaluate retirement readiness, income needs, Social Security, Roth conversions, Required Minimum Distributions, investment risk, and withdrawal sequencing.
Equity Compensation
Plan around RSUs, ISOs, NSOs, ESPPs, concentrated stock, liquidity needs, diversification, and anticipated tax obligations.
Tax-Aware Investing
Consider asset location, realized gains and losses, tax-loss harvesting, charitable giving, withdrawal sequencing, and other after-tax planning considerations.
Focused Portfolio and Financial Plan Reviews
A focused review may be appropriate when you want an independent second opinion but are not currently seeking an ongoing financial planning or investment management relationship.
Fresh Perspective
An independent review of a financial plan prepared by another financial professional within the previous 12 months. The review evaluates assumptions, projected returns, costs, risks, process considerations, and potential conflicts.
Standard fee: $500
Wealth Wellness
A questionnaire-based financial evaluation for individuals who manage their finances independently or want a broader assessment of their goals, investments, taxes, retirement, insurance, education planning, and estate considerations.
Standard fee: $750
Foothills Investments is designed for:
