David “Dave” Williamson of Foothills Regional Insurance & Financial Solutions helps individuals, families, and business owners protect what they’ve built and prepare for the future. Since establishing his firm in 2014, Dave has focused on helping clients understand how money works so they can make informed financial decisions.
Dave welcomes the veteran community, along with clients from all walks of life. His services include life insurance, disability insurance, long-term care insurance, annuities, retirement planning, risk management, and financial planning. He takes the time to understand each client’s circumstances and recommend strategies suited to their needs and long-term goals.
As an independent Tax Deferral Consultant, Dave also assists owners of highly appreciated real estate, businesses, and other assets who are considering a sale. By working with tax and trust attorneys, CPAs, financial advisors, real estate professionals, and other specialists, he helps clients explore strategies that may reduce, defer, or avoid capital gains taxes when appropriate.
Whether you’re preparing for retirement, protecting your family, planning for future care needs, or considering the sale of a business or other appreciated asset, Dave can help you better understand your options.
Contact Dave today to schedule a conversation and begin building a plan for your future.
Professional Designations
- CLTC – Certification for Long-Term Care
- LUTCF® – Life Underwriter Training Council Fellow
- MBA – Master of Business Administration
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