Doctors, Dentists, & Medical Professionals

Since 1989, Foster Group has focused on serving the wealth management and retirement planning needs of physicians and other healthcare professionals and their families.

Doctors, Dentists, & Medical Professionals

Since 1989, Foster Group has focused on serving the wealth management and retirement planning needs of physicians and other healthcare professionals and their families.

Who We Serve | Individuals | Medical | Foster Group

More than 575* Medical Professionals are Truly Cared For® by Foster Group.

Given our history of serving the medical community, you may have a trusted friend or colleague who works with us.

Through more than 30 years of change and uncertainty, Foster Group has served the financial needs of hundreds of physicians and their families in Iowa, Nebraska, and across the United States. Our financial planners for doctors and medical professionals provide time-tested, evidence-based guidance and support – no matter where you’re at on your career journey.

Our primary purpose is to help you identify and accomplish your goals – to bring your vision to reality, to maybe even expand upon what you think is possible. In so doing, we help you achieve peace of mind – a feeling of freedom and confidence that you’re doing the right things for yourself and the people you love.

Our experience gives us insight into the financial concerns, opportunities and decisions you may be facing. And our expert team works to provide the thoughtful answers and research-based guidance you may be looking for.

You’ll appreciate that, as fiduciaries, our financial advisors for medical professionals accept no commissions and are focused solely on your best interests. We’re local and accessible. We communicate clearly and concisely. And from residency through retirement, Foster Group can provide guidance and support tailored to your personal financial DNA. No wonder we’re an approved White Coat Investor advisor.

Explore the different life stages below.

Financial Planning for Doctors Nearing Retirement | Foster Group
Does the possibility of retirement cross your mind more than it used to? Are you feeling like it might be time to hang up the white coat? Do you wonder if you’re financially and emotionally prepared to pull the string? Do you have a good handle on what’s next? These are natural questions. Ones that we have helped hundreds of physician-clients address through the years. As a result, we know that no two retirements – no two futures – are exactly alike. After all, it’s not so much about what you’re retiring from as it is about what you’re retiring to.

That’s why your expert Foster Group advisory team for medical professionals will work closely with you and your family. We want to achieve a deep understanding of your personal goals, challenges and opportunities. We are here to 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 care about. So, we bring fresh wealth management ideas for doctors to the table and curate customized evidence-based planning and investment options. All with your best interests in mind.

For most doctors, retirement means more than simply translating savings and investments into income. It’s about resetting your lifestyle and achieving your post-career goals. It’s about creating a legacy for your family, advancing the causes you believe in, and reaping the rewards of a lifetime of planning, work, and resolve. We can help with coordinating trust and estate planning, and depending on your situation, business succession planning as well. We can also coordinate the work of attorneys, accountants, trust officers, and your other trusted advisors. We can even organize family meetings and education to help secure the future for you, your heirs, and your beneficiaries.

Check our eBook, A Doctor’s Financial Guide to Retirement, to get on the path to making your ideal retirement plan a reality.

Please fill out the form below to request your copy of A Doctor’s Financial Guide to Retirement.

Early to Mid Career Medical Professionals | Foster Group
One of the most important tenets of being a doctor is identifying and addressing the needs of each patient on an individual basis. The same holds true for financial advisors. The team at Foster Group includes experienced specialists in a wide range of financial disciplines. And we work together to help identify and serve the specific, individual needs and opportunities facing you and your family.

Our long history of serving the medical community has enabled us to develop an experienced, evidence-based approach to financial guidance – with transparent fees and costs. As fiduciary financial advisors for medical professionals, we’re always working with your best interests at heart. We build strong partnerships with clients that become even stronger through the years.

With a personalized understanding of your needs and goals, we work proactively to bring you fresh ideas and curate customized options. Our wealth management and financial planners for doctors help think of what you haven’t, to help ensure you’re creating the plan and portfolio that can produce the best life and legacy for yourself and the people you care about. We challenge and encourage you throughout your financial journey. We help take away the burden of figuring it out yourself, so you can get your time back. Relax a little. And enjoy the journey.

Mid-career is when many fundamental and long-lasting financial decisions are made – eliminating debt, structuring cash flow and savings, laying the path for retirement and education, exploring charitable giving.

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

Take a look at the Five Investment Fundamentals to gain a little more insight into our approach to helping you achieve financial well-being.

Please fill out the form below to request the 5 Investment Principles download.

Medical Residents | Medical Students | Foster Group

It’s early in your career. And there are so many moving pieces that it can be difficult to even think about the future, let alone plan for it. But that’s why a relationship with Foster Group’s financial planners for doctors can be so beneficial. Right now.

Our experienced team understands where you are in your career. And we’ll deliver clear, competent advice that will help give you confidence that you’re doing the right thing for yourself and those you love. Together, we’ll create a unique, personalized plan that can help you build a sound and productive financial future. Think of us as a reassuring guide who can translate uncertainty into a clear plan. We may challenge you to expand what you think is possible – but always in an encouraging manner.

You’ll appreciate that Foster Group’s fiduciary financial advisors are local, approachable, and here when you need us. We never accept commissions and always have your best interests at heart. And you can depend on our evidence-based guidance for paying back student loans, implementing investment and wealth management strategies, managing taxes, planning for retirement (yes, even now!) and more.

Visit with us about jumpstarting your financial wellness as you begin your career. And together, we’ll build a lifelong partnership focused on both your financial and personal success.

Jumpstart your financial wellness in the next year with our helpful 12-month checklist to keep you on track financially.

Please fill out the form below to request the checklist.

Financial Advisors Specializing in Helping Doctors

Partnering and working with a financial advisor is a good way to strategically develop a strong portfolio and roadmap for retirement.
As a medical professional, learn how The Team at Foster Group can help you.

 

Talk with a trusted advisor today.



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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.

Iowa Medical Society

Polk County Medical Society

*As of 1/1/2023