Professional Biography
Joseph Bantz, CFP®, is a lifeWealth Advisor, helping clients make smarter decisions and avoid costly mistakes. Joe joined Foster Group in 2003, after 14 years as a high school math teacher and administrator in both public and private schools.
With degrees from Truman State University, the University of Nebraska and the University of Virginia, Joe has a special appreciation for the academic basis of our investment approach. Equally important, his years in education laid the groundwork for working with people from a wide variety of backgrounds, increasing his understanding of families’ needs and priorities.
Described by his friends as loyal, compassionate, thoughtful and consistent, Joe strives to view things from the client’s perspective in order to consistently provide wise counsel and excellent service. His background in mathematics provides analytical strengths, particularly in areas like cash flow analysis and planning, planning for higher education expenses and retirement income scenarios.
Personal Thoughts
King Solomon observed, “The way of a fool seems right in his own eyes; a wise man is he who listens to counsel.” This observation shapes me as a father, husband and financial advisor. In 1997, I read “Your Money Counts,” by Howard Dayton, which helped me understand the role money plays in shaping who I am as a person. Steven Covey’s classic, “The Seven Habits of Highly Effective People” is another favorite which has equipped me to manage my time, maintain priorities and balance and work more effectively with clients and team members. These books, and many others, have equipped me to embrace the team approach at Foster Group, utilizing the strengths of other advisors and team members to provide excellent advice and service for our clients.
With four daughters at home, my wife and I enjoy playing board games and cards and watching movies as a family. Training for, and competing in, triathlons in the Des Moines area, constantly reminds me of the importance of overcoming challenges by focusing on the desired result.
Blog Posts By Joe Bantz
| Date | Title |
|---|---|
| 10/19/2011 | Debt |
| 8/1/2011 | Social Security Options |
| 6/22/2011 | Independence Day |
