Foothills Regional Insurance & Financial Solutions
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Foothills Regional Insurance & Financial Solutions is a full-service financial advisor located in El Dorado Hills, CA. They specialize in providing individuals, families, and businesses with comprehensive financial planning, risk management, and decision-making services. Their mission is to teach people how money works and help them get the most cost-efficient use of their money, addressing various financial goals such as retirement planning, education funding, and capital gains tax relief.
With a focus on helping clients navigate the complexities of the financial landscape, Foothills Regional Insurance & Financial Solutions offers expertise in tax deferral consulting, annuities, disability income insurance, investments, life insurance, long-term care insurance, and premium financing. They also assist business owners in finding efficient ways to make major purchases and provide strategies to reduce, defer, or avoid large capital gains taxes. Their goal is to help clients create a current, written financial plan that addresses their specific objectives and positions them towards zero taxes in retirement.
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