Financial Planning and Investment Management for Business Owners & Executives

Whether you are a business owner or an executive, Foster Group brings a unique set of skills and experience to help you succeed. Our team members have experience in retirement plans, succession planning, business transitions, and leadership incentives.

• Retirement Plans: Whether you own a sole proprietorship, partnership, LLC, or corporation, we can help you identify and implement the most appropriate retirement plan for you and your business.

• Succession Planning: Most business owners don’t think about succession planning until it’s too late. We can help you design and implement a succession plan so your business survives and thrives in the event of something unexpected.

• Business Transitions:  When it’s time to transition your business, Foster Group can help you line up the right team to help you and your business prepare for a successful transition.

• Leadership Incentives:  Whether it’s Stock Options, Incentive Stock Units, Employee Stock Purchase Plans, or Golden Parachutes, Foster Group has the experience to understand the unique implications of your executive incentive plan.

If you have a question or would like additional information, give us a call or come in and see us. We’d love to get to know you and explore whether Foster Group can help you achieve your goals.