Blog

Joe Bantz, CFP®, AIF®

Semper Paratus

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Semper Paratus.

Always Ready.

The motto of the United States Coast Guard makes an excellent guide for each of us financially, as well. Be ready – be prepared for any circumstance.

Financially, this starts by building and maintaining an emergency fund –easily accessible funds set aside to meet unexpected expenses. I, like many of my clients, like to do this via a buffer in our checking account. Others like to keep the emergency fund in a different account, while still other clients like to keep it at a completely different financial institution! Either way, the emergency fund is there, “just in case.”

That’s a great illustration of Semper Paratus in your financial plan. Our role as your fiduciary financial advisor is to help you prepare for the unknowns of the future, so you are always ready for whatever comes your way.

More than just managing investments, we help you manage your expectations, hopes, dreams and, really, life itself. So, don’t wait for problems before you call us. Call with questions or concerns, confident that we will tell you the truth. We want you to be “Semper Paratus.”

So, call us. We put your interests first. Every time.

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PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.


PLEASE NOTE LIMITATIONS: Please see Important Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/info-disclosure/. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.