Foothills Regional Insurance & Financial Solutions

Foothills Regional Insurance & Financial Solutions I am a Tax Deferral Consultant, as well as, an Independent Financial Advisor Foothills Regional Insurance & Financial Solutions is an independent firm.

As a business owner and Independent Financial Advisor, I work with individuals, families, and businesses to help them realize their financial goals. On the personal side, client objectives are often protection for loved ones, college funding, retirement planning, 401(k) rollovers, disability income protection, pension maximization, investments, estate planning, charitable giving, and long-term car

e concerns, for example. For business, offered solutions include Buy-Sell Agreement funding, Key Person insurance, Executive Bonus, Deferred Compensation, Employee programs and Exit Strategies to name a few. I work with combinations of insurance and investment products to help my clients achieve their goals. Let me help you fully analyze your needs and develop appropriate and timely solutions for those needs. CA Insurance License

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Cambridge and Foothills Regional Insurance & Financial Solutions are not affiliated. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Foothills Regional Insurance & Financial Solutions. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

09/08/2026

The busier we feel, the worse we get at the very decisions that would liberate time. Shifting from "thin" to "deep" time takes character—widening the space between stimulus and response.

09/07/2026

This as-told-to essay is based on a conversation with Craig Levey, an employment law attorney in Boston, about how employees can request leave from work for mental health reasons.

09/05/2026

If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years. Here are some questions worth asking.

09/04/2026

After choosing independence over a takeover, one biotech’s bet paid off with a breakthrough cancer drug—and now comes the challenge of getting it to patients.

09/03/2026

In the age of AI the fear of the technology is the reverse of reality.

09/02/2026

The Derek Jeter-founded Arena Club sees “a new era of collecting.” Some see another instance of gambling taking over an American tradition.

09/01/2026

The late star created some of the most beloved country and pop songs in American music.

08/31/2026

For the high-powered set, being able to read a w**e list—and order for the table—can still offer a leg up at work.

08/30/2026

The era of the big lug isn't over yet, but Americans are getting more selective about how much vehicle they are willing to buy.

08/29/2026

Finance professionals, doctors and lawyers recount being taken in by tricks like the jury-duty swindle that stole $25,000 from a Florida woman

Address

1104 Bevinger Drive
El Dorado Hills, CA
95762

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Foothills Regional Insurance & Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category