Over 400* healthcare professionals are being Truly Cared ForTM by Foster Group

We were founded on the idea that the healthcare community has a set of specific needs when it comes to investment management and financial planning. Do you have a trusted partner to help you take a holistic view of your financial life?

From implementing investment strategies, facilitating life and disability insurance analysis, planning your taxes with your CPA, or protecting your assets with your attorney, we have a wealth of knowledge and experience to provide you with the services that you may need.

Explore the life stages below or click to start a conversation today.

*As of 10/5/2018

Retiree Website Photo-min

You’ve reached a point in your career where retirement crosses your mind quite a bit more than it used to, and typically that is followed by the insecurity of not knowing whether you’re prepared for it financially. It’s a natural progression, and one that Foster Group has addressed numerous times throughout our history. You’ve worked hard to enjoy your retirement, and we want to help ensure that any worry, stress, or uncertainty that you may have about retirement becomes an afterthought, with a financial plan tailored to your goals and timeline.

The connections and passions you have established outside of the medical community have afforded you the opportunity to contribute generously to organizations that need it most, enriching the greater community around you. Your retirement marks the beginning of a new chapter, whether it’s right around the corner or a number of years away. Foster Group wants to help you prepare for it. One key to long-term success is you must be present to win. Check out our Pursuing a Better Investment Experience to help you set the stage for creating the right approach for your financial well-being.

Services designed to truly care for you
through every stage of life
Financial planning services for every stage of lifeStudents & ResidentsEarly to Mid CareerLate Career & Retirement
Debt elimination   
Cash flow and savings planning   
Education planning strategies   
Annual tax analysis   
Insurance planning strategies   
Implementation of financial planning strategy   
Coordination with other professional advisors
(Attorney, CPA, Insurance Agents, Etc).
   
Trust and estate planning strategies and review   
Retirement planning strategies   
Net worth analysis   
Employment benefits review   
Charitable giving strategies   
Business and succession planning   
Retirement plan coordination   
Distribution strategies   
All planning services are included at all times. These are the most common services utilized for each ‘Life Stage’.
Early to Mid Carrer Website Photo-min

Whether you’re just ending your residency or have been practicing for years, one of the most important aspects of being a doctor is identifying and addressing the needs of each patient on an individual basis. Working toward making patients feel Truly Cared For™ is a critical piece to the puzzle, and that type of care should be applied to your financial well-being too. Self-care sometimes can be the most difficult, which is where Foster Group can step in to help you identify and address your financial needs.

Foster Group has a long history of serving the medical community and, with that experience, has developed an evidence-based approach to provide you with a high probability for financial stability. With no hidden fees or additional costs, we’re always working with your best interest at heart, aiming to increase your bottom line, not ours. Take a look at the Five Investment Fundamentals to gain a little more insight into our approach to helping you achieve financial well-being.

Services designed to truly care for you
through every stage of life
Financial planning services for every stage of lifeStudents & ResidentsEarly to Mid CareerLate Career & Retirement
Debt elimination   
Cash flow and savings planning   
Education planning strategies   
Annual tax analysis   
Insurance planning strategies   
Implementation of financial planning strategy   
Coordination with other professional advisors
(Attorney, CPA, Insurance Agents, Etc).
   
Trust and estate planning strategies and review   
Retirement planning strategies   
Net worth analysis   
Employment benefits review   
Charitable giving strategies   
Business and succession planning   
Retirement plan coordination   
Distribution strategies   
All planning services are included at all times. These are the most common services utilized for each ‘Life Stage’.
Student Resident Website Photo-min

Planning for your future as your career continues to take shape can involve a number of moving pieces. Our highly trained team understands that while you may be early in your career as a doctor, you need someone you can trust to help you plan for the future. That could mean planning for a child’s education and future, creating good retirement savings habits, or paying down debt.

Foster Group appreciates that everyone has their own unique financial needs, goals, and desired outcomes. We understand the nuances of the transition from earning your medical degree into your residency program. We can be a resource and ally as you set goals for repaying debt while also making sound investments and financial decisions. Setting up manageable goals can be the key to successful financial management. Jumpstart your financial wellness in the next year with our helpful 12-month checklist to keep you on track financially.

Services designed to truly care for you
through every stage of life
Financial planning services for every stage of lifeStudents & ResidentsEarly to Mid CareerLate Career & Retirement
Debt elimination   
Cash flow and savings planning   
Education planning strategies   
Annual tax analysis   
Insurance planning strategies   
Implementation of financial planning strategy   
Coordination with other professional advisors
(Attorney, CPA, Insurance Agents, Etc).
   
Trust and estate planning strategies and review   
Retirement planning strategies   
Net worth analysis   
Employment benefits review   
Charitable giving strategies   
Business and succession planning   
Retirement plan coordination   
Distribution strategies   
All planning services are included at all times. These are the most common services utilized for each ‘Life Stage’.

OUR SPONSORSHIPS

The medical community continues to be one of our primary focuses. We are proud sponsors, partners and advertisers of organizations and societies in the healthcare industry, listening and learning about the concerns of healthcare professionals.