Blog

Brittany Heard, RP®

Over the weekend, I slipped on some ice and sprained my ankle. I have been hobbling around on crutches and constantly icing my ankle for the past few days. Thankfully, I have a wonderful husband and some great friends who go out of their way to help me out. Pam Culp from the front desk has been driving me to work, refilling my water, and carrying my notebook to meetings for me. All of those things would be quite difficult on my own! She is truly looking out for me and my needs.

The way Pam has been serving me is similar to how Foster Group, as a whole, is dedicated to serving our clients. We often use the word “fiduciary” to describe how we serve our clients. According to the Center for Financial Planning Board, a fiduciary is defined as, “One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.”

As fiduciaries, we truly desire to do what is best for our clients. We may recommend that a client pay extra toward their mortgage, fund a College Savings Iowa Account, or make other recommendations that do not benefit Foster Group’s bottom line. Because of this fiduciary standard we hold ourselves to, we do not sell products or receive “soft dollars” from other companies. We strive to give unbiased and meaningful advice. In 2007, Foster Group became the only firm in Iowa and Nebraska certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to fiduciary best practices. We are proud of this certification and strive to continue this high level of fiduciary best practices.

Even if you do not wipe out on the ice this winter and need help getting around, I hope you know that Foster Group has your back with unbiased advice and great service. We will settle for no less than our very best in the work we do for our clients.

brittany

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.