Sometimes you do not need a new adviser. You need an independent evaluation of the plan or portfolio you already have.
You do not need to transfer your assets or replace your current adviser to obtain an independent financial review.
Foothills Investments offers focused engagements for individuals who want to better understand an existing financial plan, investment portfolio, or self-directed financial strategy.
For individuals who received a financial plan or similar advisory document from another financial professional within the previous 12 months.
For individuals managing their finances independently or seeking a broad financial assessment.
These review services are limited-scope engagements. They do not create an ongoing investment-management relationship unless the client and Foothills Investments enter into a separate written agreement.
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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.