Change is perhaps the only constant in today’s business environment, and you may be thinking about change, yourself. About retirement. Do you ever wonder if you’re ready, financially – and emotionally? Do you have a plan for what’s next? Are you dreaming about travel, a new business, charities, or volunteering? Are you thinking about your family and future generations? Do you know how you’ll translate your savings into income? And security?

These are natural questions. Ones that we have helped many business owners and executives address through the years. We know that it’s not so much about what you’re retiring from. It’s about what you’re retiring to. And no two retirements are exactly alike.

That’s why your expert Foster Group advisory team for business owners and executives will work closely with you and your family. We’ve created a time-tested process that helps us understand and support your personal goals, challenges, and opportunities. We help think of what you haven’t – and help ensure you’re creating a plan and portfolio that can produce the best life and legacy for yourself and those you love. So, we bring fresh wealth management ideas to the table and curate evidence-based planning and investment options. All with your best interests in mind.

Clients often ask us to consult with their attorneys, CPAs, trust officers, and other advisors to assist with various evolving aspects of their financial life. Also, we can organize family meetings and educational events to help secure your future, as well as the future of your heirs and beneficiaries. And if needed, we can help deliver experienced business succession planning services.

For many business owners and executives, retirement means more than simply translating savings and investments into income. It’s about resetting your lifestyle and moving on to what’s next. It’s about creating a legacy for your family, supporting the causes you believe in, and realizing the rewards of a lifetime of work, planning, and resolve.

Foster Group’s financial planning and wealth management advisors for business owners and executives can be the trusted experts who help you translate uncertainty and possibility into a clear plan. And an exciting future!

As a business owner or executive, you already know the importance of building a strong team – a team with the knowledge, capabilities, and camaraderie you need to grow your successful business. The same holds true for financial advisors. The Foster Group team is comprised of specialists who are experts in a variety of financial disciplines. We work together to holistically serve and advance your financial needs and opportunities.

Our evidence-based approach to financial guidance is built on more than 30 years of experience in serving business owners and executives. And as fiduciary financial advisors, we always work with your best interests at heart. There are never any hidden fees or additional costs.

Our deep understanding of your needs and goals enables us to proactively bring you fresh ideas and curate customized options. Our wealth management and financial planners for executives and business owners often think of what you haven’t.  We challenge and encourage you throughout your financial journey – from eliminating debt to structuring cash flow and savings, planning for education and retirement, and exploring charitable giving.

Working with Foster Group means you don’t have to spend your valuable time on financial research and execution. You can spend as much or as little time as you like, relax a little, and enjoy the journey.

Over the years, we’ll be here when you need us – helping you build and manage the complexity of your financial life. We’ll grow and evolve with you. And together, we’ll help you achieve your personal definition of financial well-being.