Who We Serve

At Foster & Associates, we serve a varied and diverse collection of individuals and groups with unique goals and objectives.  We believe access to financial planning services should be available to all our clients at every stage of their lives, careers, and income levels.  Our intention is to learn about the goals and aspirations of each of our clients.  We are passionate about helping clients to understand how their goals and objectives can be achieved when making a plan.  Those we serve are:

Educators & Other Public-School Employees

Public Employees

Individual Investors

Small Business Owners

Retirement Plan Participants

Group Retirement Plans

Service is a foundational element we seek to build on in all of our client relationships.  We offer years of experience to help navigate the complexities of state pensions and other retirement concepts when creating financial plans.  We value the trust and confidence our clients place in us as we work together to craft each plan or strategy.

Feel free to explore our site to learn more about our company and how we might partner together.  We welcome the opportunity to serve you!