Foothill Financial Advisors provides financial planning and investment management services to help clients achieve financial security and peace of mind. They aim to fully understand their clients' needs and goals in order to develop comprehensive and goal-oriented financial plans. The document describes Foothill Financial Advisors' services and resources for various groups including women, families, graduates, and ways clients can access information through their website and social media.

1. For a Common Sense Approach
not Commonly Found on Wall Street
@foothillfa

2. About Us
Foothill Financial Advisors is an investment advisory firm that provides
advice and service for people looking to achieve financial security.
Predicated upon our client’s objectives, our services may include
retirement planning, investment management, estate planning and
liability management. These issues will form the basis of a financial
plan to guide and measure our client’s success.
Through an in-depth discovery process, we aim to fully understand our
client’s financial needs so that the plan and strategies we develop are
comprehensive and goal-oriented. We endeavor to operate within our
client’s comfort zone in a manner that relieves him or her of the
burden of day-to-day investment management decisions.

3. Our Team
Our mission is to create an
extraordinary client experience
at every opportunity as we
deliver financial advice and
services while cultivating
relationships built upon trust
and integrity so that our clients
and their families can achieve
and maintain financial peace of
mind.

4. Women: Planning for the Future
Advancements in the workplace and women
taking leadership in starting successful small
businesses have offered women greater
opportunity to influence and control their
financial destiny.
Selecting the right firm to partner with in
terms of managing your finances creates a
bright financial future for those who tackle
the challenges they meet head on.
Foothill Financial Advisors is a
WomenCertified® and provides financial
solutions for the unique needs of women.

5. New Families, New Beginnings
Congratulations! As you begin your new life
together, the future undoubtedly looks
bright.
Discussing money issues today will help you
not only lay the foundation for a happy life
together, but for a successful financial
partnership.
Foothill Financial Advisors addresses
retirement planning, tax planning, the
creation and update of estate plans and a
host of other services crafted to help families
plan for their future.

6. For Graduates
G ra d u a t i n g c o l l e g e a n d
entering the workforce can
be an exciting time full of
opportunities. As you
contemplate your career
direction, there are some
basic steps you can take and
f u n d a m e n t a l i nve s t m e n t
concepts for you to
understand in order to
successfully take control of
your financial future.
Foothill Financial Advisors is
e q u i p p e d t o g u i d e yo u
through this new chapter.

7. A Resource On and Offline
Foothill Financial Advisors
provides a wealth of resources
on and offline. By visiting our
website and checking out the
FFA Learning Center, you can
access for a free a variety of
helpful articles and tools.
Foothill Financial Advisors is
also active on your favorite
s o c i a l n e t wo r k s i n c l u d i n g
Facebook, Twitter and YouTube.

8. Contact Us
Foothill Financial Advisors Follow @foothillfa
250 West First Street, Suite 248
Claremont, CA 91711 “Like” our Fan Page
Toll Free: 888.384.8048
T: 909.267.3770 Join our Group
F: 909.267.3790
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foothillfa.com