Who We Serve
Foster Group serves the personal financial planning, retirement, and wealth management needs of people from all walks of life, as well as the often-sophisticated needs of businesses, organizations, and their leaders.
Who We Serve at Foster Group
Foster Group serves the personal financial planning, retirement, and wealth management needs of people from all walks of life, as well as the often-sophisticated needs of businesses, organizations, and their leaders.
It's never too early (or too late) to plan and invest for what may lie ahead.
Wherever you are on your financial journey, we listen to understand your needs and dreams. We work to deliver wise financial counsel. And we help you achieve a life of meaning and generosity – both for yourself and for those you care about.
Get Specialized Financial Planning & Investment Services for Individuals and Institutions.
FAQs
While our physical offices are located in West Des Moines, Iowa, and Omaha, Nebraska, we are able to serve clients throughout the United States. We currently serve individuals in 38 states*. We are able to hold meetings via phone or video conference.
*As of 1.1.23
*As of 1.1.23
We serve physicians, business owners, and entrepreneurs, as well as other professionals, individuals, and families.
For your first meeting, our team will go over a series of questions to help us get to know you on a deeper level. We’ll typically discuss your values, goals, key relationships, finances, other advisors, processes and interests. This helps us design a plan that puts your needs and desires first.
The frequency of our meetings depends on several factors, including the complexity of your financial plan, the services you want, and your personal preferences. Generally, the frequency of our meetings ranges from 1-6 meetings/year in the first year to 1-4 meetings/year thereafter.
Our client retention rate in 2021 was 97.5%.