Greetings and welcome to the Foster Group “Guest Section”. We encourage you to start your journey of exploring our firm with the “Inside Foster Group” section. The lifeWealth™ Services link describes all of our services in detail. In the same area, you will find our biographies, which give a brief look at each of our team members along with their credentials and interests.
After reviewing our services, we would encourage you to review our New Client Requirements. Please note that this section outlines our basic requirements and we are looking for beneficial long-term relationships more than an adherence to strict minimums.
After learning more about us, you may choose to request a consultation. Normally, these meetings are conducted by Reed Rinderknecht and/or Buck Olsen in our Client Relations and Marketing department.
After requesting a consultation, we ask that you take 10-15 minutes to fill out two brief questionnaires in advance of our meeting. The first is our Initial Consultation Questionnaire, which is a snapshot of your current financial status. The second is our lifeWealth™ Profile, which will give us a good feel for what your planning and investment needs may be.
Thank you for exploring Foster Group. We look forward to the opportunity to serve you!
New Client Requirements
In order to ensure that we serve our clients to the best of our abilities and in most cases exceed their expectations, we need to limit the number of new clients that retain us each year. The following is a schedule of the basic minimum requirements to begin a relationship with Foster Group. You would only need to satisfy one of the following:
- An investment portfolio of $1 million, or:
- Portfolio of $100,000 and minimum annual savings of $50,000 per year, or:
- Minimum fee of $6,000 per year for planning and investment management, or:
- Portfolio of $100,000 and physician and member of the Iowa Medical Society