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Specialties
As the Owner of Foothill Financial & Insurance Services, Jim has been helping individuals and families achieve their financial needs and goals by incorporating a holistic approach to retirement for over 24 years.
Jim is a Retirement Income Certified Professional (RICP®) and has many years of experience in navigating even the most complex retirement systems. Jim is also a veteran of the US Army.
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Always free for clients.
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
The information in this material is not intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.