Foothill F.I.S.
Guiding you on the right path towards a secure retirement.

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What we stand for

Knowledge

I have a deep understanding of all of the products that I offer to my clients, and how those products will benefit them.

Expertise

My expertise lies in my ability to protect my clients portfolio through the use of products and planning.

Trust

I take great pride in my clients consistently coming back to me for advice, and referring me to their family and friends.

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Our Process

Our Tested & Proven Process

At Foothill F.I.S., everything that we do has a reason. From step one to step three, every action is intentional to get you to the best financial place possible.

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Discover

During this meeting, we’ll aim to get to know who you are and what you want.

Plan

You will receive a custom strategy to help you reach your unique financial goals.

Implement

We’ll put the plan into action using the best financial instruments at our disposal.

Monitor & Adjust

We monitor our clients’ accounts on a regular basis. 

It is my commitment to establish trust

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Our Services

How We Serve You

You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be.

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

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…

Our Community

proudly serving all of

Southern California

Visit our office

We want to meet you

Contact Us

Let’s get in touch

Contact

Jimv@foothillfis.com

(626) 771-2368

Toll-Free: (844) 281-4645

P.O. Box 1644, Duarte, CA 91009-4644

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The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.

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