Foothills Regional Insurance & Financial Solutions

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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 care 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.

10/18/2026

Seniors need to pay attention to who is in network and what added charges they may face.

10/17/2026

Airport prices for electric vehicles are often cheaper than other options, but the vehicles come with challenges for first-timers.

10/16/2026

Scientists have been studying alpine plants in the northern Appalachians since the 1784 Belknap-Cutler expedition to Mount Washington in New Hampshire.

10/15/2026

A September survey of about 2,000 U.S. adults found that people earning over $100,000 are more likely to trust influencers and buy from them.

10/14/2026

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

10/13/2026

Workers running up their AI use, or 'tokenmaxxing,' has given way to value-maxing, but AI spend is still keeping chief financial officers up at night.

10/12/2026

Government bond yields are spiking around the world: U.S. Treasuries, Japanese JGBs, and United Kingdom gilts are hitting highs not seen in decades. All pale in comparison to France.

10/11/2026

Having relatives who trust each other opens the door to tax-efficient wealth sharing.

10/10/2026

Before committing money to a prediction-market contract, look beyond the headline probability and examine how the market actually works.

10/09/2026

The Treasury Department auto-enrolled 70 million children into Trump Accounts on Oct. 1.

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

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