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.

06/04/2026

After chronic illness forced the author to stop performing and start rebuilding from limitation, she discovered why the founders who look busiest often build the weakest businesses — and what actually creates sustainable growth instead.

06/03/2026

A high school diploma or an associate degree can sometimes lead to high-paying work. About a dozen jobs that usually don't need a bachelor's degree had six-figure median annual pay in May 2025. Air traffic controllers ranked at the top, with an annual wage of $148,080.

06/02/2026

John Caplan, the CEO of the financial technology company Payoneer, joined Bloomberg Open Interest to break down why small businesses are thriving despite tariffs, economic volatility, and AI disruption.

06/01/2026

Out-of-pocket expenses are costs individuals pay themselves, which may be reimbursed by an employer.

05/31/2026

AI may transform the economy, but today’s spending boom looks fragile. Costs are surging, profits are uncertain, and the ultimate winners may arrive later.

05/30/2026

Once again, reality is likely to eventually exact its revenge.

05/29/2026

Households with median incomes are far short of being able to afford the payments on median houses, according to an index of home affordability. Forecasters at Oxford Economics expect home affordability to continue to decline over the next decade.

05/28/2026

Airfare spikes, delays and overbooked flights are hitting travelers hard. Here’s how to not get burned.

05/27/2026

Retirees’ top concern for 2026 is that inflation will erode the value of their savings.

05/26/2026

Authenticity in leadership isn't about self-expression but disciplined consistency. In a polarized environment, leaders who hold their ground earn trust, while those swayed by the wrong voices quietly erode it decision by decision.

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

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