What We Do
We customize our strategies to align with your goals, desires, and future plans.
You deserve comprehensive wealth management.
At Foster Financial Group, we don’t just draft a plan and send you on your way to your financial journey.
Instead, we walk alongside each of our clients to help them understand the “how” of reaching their goals and what it takes to get there.
Our financial professionals share a single initiative of helping you achieve a successful financial life through financial planning and investment management.
For all of our clients, we utilize a 360° approach towards your financial wellbeing, bringing to light your goals, values, and unique financial desires. Through our process, we’ll uncover your specific ratio of financial planning and investment management needs, which in turn will allow us to build a customized plan we can help you execute.
Financial Planning
Our CERTIFIED FINANCIAL PLANNERS™ will develop a personalized roadmap for you that helps us uncover and advise on every aspect of your financial life. We’ll also look at your current investment management plan vs. our new proposed plan.
We’ll then arm you with the appropriate knowledge you need to invest wisely with confidence and boldly plan for your future, from saving for college to retirement planning, creating a lasting legacy and beyond.
Investment Management
When managing investments, we prefer evidence-based portfolios that focus on keeping costs low, diversifying internationally, and implementing proven strategies that have stood the test of time across multiple decades.
When paired with a thorough, customized financial plan, proper investment management is more effective towards building a solid future.
Instead of trying to time the market, we focus on your risk tolerance number, time horizon, and cash flow needs to help build your customized plan.
We also believe in continually reviewing our custom strategies with you and adjusting as your priorities and needs evolve.
Each quarter, we meet with a team of industry research and analytics professionals to review our strategies, funds, and portfolio holdings to ensure we remain advanced in our methodology and best practices, so we can be the most effective financial professionals possible.
Success comes from proper planning and execution.
Through our process, we help clients turn into investors with their own strategic roadmaps. Equipped with this knowledge, our clients can make confident, educated decisions for their families, businesses, and the causes they care about most.