Foothills Financial Planning is a fee-only advisor and a fiduciary. Unlike most financial advisors, a fiduciary has a legal responsibility to act in the customer’s best interest, and does not receive compensation from anyone except the customer. Advice is provided on an “as needed” basis, and can range from several hours working on a specific issue to a full financial plan or ongoing investment management. Customers of FFP receive independent, objective financial advice from an advisor whose interests are aligned with theirs. This approach eliminates many of the conflicts of interest that exist with commission-based advice.
FFP added the Glendale location to address the fact that few options exist in Glendale for fee-only, as-needed financial advice. According to Kevin O’Reilly, principal of FFP, “The Glendale area has a significant population of individuals and families who desire and can benefit from fee-only financial advice. Establishing an office in the area makes it easier for Foothills Financial Planning to serve these needs.” The company offers a free get-acquainted meeting to explore customers’ needs and map out a plan for a solid financial future. Call (480) 445-9072 or visit www.foothillsplanning.com to find out more, and make an appointment to visit FFP at 20100 North 51st Avenue, Suite F-640, Glendale, AZ 85308.
Foothills Financial Planning is a member of the Garrett Planning Network, a national network of fee-only advisors. Garrett’
# # #
ABOUT KEVIN O'REILLY
Kevin Patrick O’Reilly, CFP®, AIF®, principal of FFP, has been quoted on a variety of financial planning topics in various media sources, including BloombergBusinessWeek, Reuters, The Arizona Republic, Ahwatukee Foothills News, Phoenix Business Journal, MarketWatch, and Good Housekeeping Magazine. He was a contributing author to the book Investing in an Uncertain Economy For Dummies. O’Reilly studied Finance at Indiana University before getting an MBA from Arizona State University. He is a Certified Financial Planner™ practitioner as well as an Accredited Investment Fiduciary® designee, and holds a financial planning certification from Boston University.