SERVICES

Comprehensive services customized for each client

Comprehensive Services Customized for Each Client

We have options to meet your financial planning needs


We have options to meet your financial planning needs


We Have Options to help Meet Your Financial Planning Needs


Financial Planning

Through "The Wayfinder" process, we can make recommendations and create a plan for you. There are usually many paths to reaching your goals. We can help you discover the pros and cons to develop a comprehensive financial and wealth management plan.

Through "The Wayfinder" process, we can make recommendations and create a plan for you. There are usually many paths to reaching your goals. We can help you discover the pros and cons to develop a comprehensive financial and wealth management plan.

Wealth Management

Wealth Management

Investing advice and advisors add value to plans and portfolios. We align your goals, plan, and portfolio with your risk factors and tolerances to ensure that you’re comfortable with your wealth management team and portfolio.

Investing advice and advisors may add value to plans and portfolios. We align your goals, plan, and portfolio with your risk factors and tolerances to help ensure that you’re comfortable with your wealth management team and portfolio.

Portfolio Management

Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. At Foote Financial, we can make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.

Retirement Income Planning

Retirement Income Planning

We believe an enjoyable and lasting retirement is dependent on having stable retirement income. Through "The Wayfinder" process, we aim to design a retirement plan that helps you create an income you won’t outlive. One that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.

We believe an enjoyable and lasting retirement is dependent on having stable retirement income. Through "The Wayfinder" process, we aim to design a retirement plan that helps you create an income you won’t outlive. One that maximizes the value of your assets to protect your family and one that preserves your legacy for your beneficiaries.

Estate and Legacy Planning*

Estate and legacy planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or a charity, or want to develop a succession plan for your business, through "The Wayfinder" process, we can help you design a strategy that helps to allow you to share your life’s successes with others.

*Foote Financial does not provide legal advice and cannot draft legal documents. We work exclusively with an experienced estate planning attorney, Jake Pugh of Pugh and Pugh law, who develops the legal documents that express a client’s estate planning intentions. 

Tax Planning and Strategies

Tax Planning and Strategies

We can’t make your tax bill disappear, but through "The Wayfinder" process we can review your assets to develop strategies to reduce and shift taxes as much as possible. In addition to other strategies, we specialize in 1031 real estate exchanges.

We can’t make your tax bill disappear, but through "The Wayfinder" process we can review your assets to develop strategies to reduce and shift taxes as much as possible. In addition to other strategies, we specialize in 1031 real estate exchanges.

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Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. A number of factors, including your marriage status, can impact your options. Through "The Wayfinder" process we can help you navigate the possibilities, helping you to get the most from your hard-earned benefits.

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Insurance

Insurance

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It helps to ensure that, no matter what twists and turns come with life you have a safety net in place. Whether it’s home, auto, business, health/medical, life, or long-term care, insurance can provide resources when most needed. 

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It helps to ensure that, no matter what twists and turns come with life you have a safety net in place. Whether it’s home, auto, business, health/medical, life, or long-term care, insurance can provide resources when most needed. 

Medicare Supplements and Planning

Medicare Supplements and Planning

Health insurance coverage is an important issue for retirees as it can be a significant line item in a household budget. Selecting the right options can have a life-long impact on your finances. We can help you understand the options and offer guidance for the coverage that best fits your needs. 

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For Businesses


For Businesses


401k and Employer Plan Management

We offer a range of low cost, high quality retirement accounts, both defined benefit and defined contribution. Whether you are self-employed or have 500+ hundred employees, we can design plans to fit your needs. Our tailored plans have the ability to scale the amount of fiduciary liability and administrative work associated with ERISA based plans so employees or benefits managers spend time on their job and not managing a company retirement plan. With our plans, employees have direct access to dedicated vice presidents and a financial planner so they get timely care.

Employee Benefits

Employee Benefits

Employee benefits can mean a lot of things. We can design a mix of voluntary and in-voluntary benefits that create the perfect “benefits package” to hire and retain top job candidates for your business. 

Employee benefits can mean a lot of things. We can design a mix of voluntary and in-voluntary benefits that create the perfect “benefits package” to hire and retain top job candidates for your business. 

Benefit Management Software

As your business grows it can become more and more necessary to track and automate the onboarding and open enrollment process of your employees. As a benefit of offering employee benefits through our firm, you have access to benefit management software at no additional charge.

We would love to meet you!

Let's schedule a time to talk


SET AN APPOINTMENT TODAY!

We would love to meet you!

Let's schedule a time to talk


SET AN APPOINTMENT TODAY!

We would love to meet you!

Let's schedule a time to talk


SET AN APPOINTMENT TODAY!
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