Holistic Financial & Retirement Planning.
Work with a Fiduciary.
We are a boutique retirement investment services firm that works with individuals and employers who understand that when it comes to insuring one's financial future one size does not fit all.
We are committed to educating the general consumer and pulling the curtain back on understanding financial planning.
Each client and company we work with has a customized financial action plan to see them through retirement.
We focus on Investment Management Services, Retirement Plans, 401K Management, 401K Rollovers , 401A/403B/ 457A/ ESOP/ Deferred Comp Plans, Pension Option Strategies, Health Insurance/ Medicare Plans, Life Insurance Strategies, Annuities, Tax Strategies , Estate Planning, Nursing Home Planning, and Roth Investment Planning.
Do you have an action plan for your financial future?
We start by clarifying our fee structure and explaining the different ways we can help with financial planning. Next, we analyze your goals and compare them to your current portfolio investments. Finally, we recommend an investment strategy designed to meet your risk tolerance and retirement planning goals.
Our team is comprised of financial professionals with a shared commitment to ethics and integrity. We are all fully licensed and credentialed so you can count on unbiased recommendations and impartial guidance.
Check out this video for a preview of what to expect when visiting the office for your first appointment!
2720 Dupont Commerce Court Suite 170, Fort Wayne, IN 46825
08:30 am – 05:00 pm
Holiday Hours 2022:
Memorial Day: Closed
July 4th: Closed
Labor Day: Closed
November 25th: Open 8:30 – 1PM
December 26th: Closed in observance of Christmas
January 2nd 2023: Closed in observance of New Year's Day
Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA & SIPC The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in IN, OH, MI, TX, KS, FL, IL, WI, NC, SC, GA, IA, KY, MA, MN, NY, PA, TN. John Pynchon is advisory licensed in IN. Caleb Doane advisory licensed in IN. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX. Caleb Doane securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX.
Copyright © 2018 Foster Financial Services