Broadwing Services

 

  • Investments                           
Through Foothill Securities Inc. we offer investments in mutual funds, stocks, bonds, and annuities; investing assets with the best interests of the client in mind
 
  • Asset Management              
Striving to earn the best rate of return with the needs of the client always foremost
 
  • Retirement Planning             
Planning for a client’s retirement needs at the comfort level desired; keeping the flow of funds constant throughout the retirement years
 
  • Wealth Management            
Inherited or sudden wealth presents its own set of issues, all needing intensive attention and management
 
  • Estate Planning                     
Accumulated wealth will pass on to heirs with a cut for Uncle Sam; structuring an estate plan to retain assets for those intended to inherit them
 
  • Legal Referrals                     
Prudent planning of trusts can protect assets and properly direct them to the intended recipient
 
  • Tax Planning                         
Taxes: how to best mitigate the tax bite
 
  • Risk Management                
Over-insured or under-insured?  Planning the best use of insurance to avoid life’s financial surprises is crucial to the successful execution of a solid financial plan
 


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