The first conversation is designed to help us understand what prompted you to reach out, identify the decisions you are facing, and determine whether Foothills Investments’ services appear to be an appropriate fit.
803 14th Street, Golden, CO, 80228
Meetings are available by appointment. Virtual meetings are available throughout Colorado, with in-person meetings available in Golden when scheduled in advance.
By submitting this form, you understand that submitting this form does not create an advisory relationship and that I should not include account numbers, Social Security numbers, tax documents, passwords, or other sensitive information.
Do not use this form to send trade instructions, distribution requests, account changes, or time-sensitive communications. Current clients should use the approved secure communication method.
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Foothills Investments, L.L.C. is a Colorado-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only where Foothills Investments and its investment adviser representatives are appropriately registered or exempt from registration. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Information on this website is provided for general informational and educational purposes and should not be considered individualized investment, tax, legal, accounting, or insurance advice.
Tax preparation and accounting services may be provided separately through Foothills Accountants, LLC, a commonly owned firm. Clients are not required to use Foothills Accountants and may select any tax or accounting professional. Separate services require separate written engagements and fees.