How will your story unfold?

Daniel took out loans to pay for his education and buy into his medical practice. He has been focused on paying them back, but also wants to make sure he saves enough to travel the world in retirement, protects his family from the unexpected, and creates his legacy. Foster Group can help Daniel:

• Create a strategy to pay off his debt and structure his cash flow to maximize retirement contributions
• Build an investment plan to help grow his wealth and start college savings plans for his kids
• Identify insurance solutions to protect his savings from a lawsuit and address other potential risks
• Create an estate plan with the essential documents he needs

With a daughter in medical school and a son studying theater, it was time for Joe and his wife Ellen to begin thinking about the eventual sale of their business. Foster Group can help them:

• Financially prepare to enjoy retirement
• Build an advisory team, including attorneys and CPAs, to help value their business, structure it for a sale, make sure employees are protected, and divide the proceeds among the family co-owners
• Develop an investment strategy for the sale proceeds and a philanthropic plan for giving
• Create a plan for their legacy

Amanda’s executive benefits include deferred compensation and restricted stock units (RSUs)with complex tax, timing, and vesting considerations. She is not sure how much income to defer or how long to defer it and how to make the most of her company stock. Foster Group can help Amanda:

• Create a diversified investment strategy and consider the risks of her highly concentrated position
• Determine how much to defer while maintaining liquidity for college tuition and her payout date, since her planned retirement is well into the future
• Understand the vesting schedule for her RSUs and tax implications associated with how long they are held
• Channel funds into college savings plans