TD Ameritrade Brokerage
TD Ameritrade is a discount brokerage used for fee based portfolios.  Portfolios may include individual stocks and bonds or mutual funds.  TD Ameritrade is available for both qualified and non-qualified accounts.  Fees are based on portfolio values at the end of each calendar quarter, and exclude the money market fund.  Annual fees are calculated on a sliding scale starting at 1%.

Mutual Funds
Mutual Fund accounts can be set up directly with the mutual fund companies on a commission basis.  These may include qualified, non-qualified, 529 college plans or UTMA accounts.  We have a variety of mutual fund families available.

Insurance
We provide life insurance through a variety of insurance companies.  Additionally, we offer long-term care and disability insurance.  Annuities are also available including fixed, variable and indexed products.

Disclosures
Janet G. Hart, CFP® Practitioner and Paula Smith are Registered Principals with Foothill Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. This website is strictly intended for individuals residing in California, Nevada, Oregon, Arizona, Texas and Florida. No offers may be made or accepted from any resident outside California, Nevada, Oregon, Arizona, Texas and Florida.

Material discussed on the site is for general information only and is not specific tax, legal or investment advice.  Individual situations vary therefore this information should be relied upon only when accompanied by individual professional advice.