Holistic Financial Planning in Fort Wayne
We’re here to help. Let us show you what we can do.
With many years of combined experience and financial industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges which is why we take a personalized approach to retirement income planning.
Our products help preserve your retirement income from market downturns. When developing your customized retirement income plan we will walk you through a step-by-step process designed to create strategies you can feel confident in.
We can help you execute a reliable retirement income plan utilizing the following products and services:
- 401(k) Rollovers
- NUA Strategies ( Net Unrealized Appreciation)
- 401K Employer Plan Management
- 401K Individual Management while working
- 403(b) Planning
- 529 College Savings Plan
- Business Succession Planning
- Estate Planning
- FEGLI Planning
- Financial Planning
- Legacy Planning
- Inheritance Services
- Investment Management
- Wealth Management
- Health Insurance & Medicare Strategies including ( IRMAA)
- Health Saving Accounts (HSA)
- Deferred Compensation Plans
- ESOP Plan
- IRAs
- Simple IRAs
- SEP IRAs
- IRA Rollovers
- Annuities - Products Sales and Research on Existing
- Pension Plans Management
- Pension Option Strategies
- Qualified Charitable Contribution Planning
- Charitable Giving Strategies - Qualified Charitable Giving, Donor Advised Funds & Charitable Remainder Trusts/Annuities
- Roth Savings and Conversion Strategies
- Life Insurance
- Long-Term Care
- Medicaid Planning- Nursing Home Spend Down
- Medicare Supplements
- Retirement Income Planning
- Social Security Maximization
- Tax Planning
- Tax-Efficient Strategies for Individuals
- Thrift Savings Plans
Full Service CPA Group
Foster Financial works with strategic partners who are proven professionals in their own fields. Working with reputable firms with years of experience allows us to truly do holistic retirement planning.
Health Insurance Department
Working with the best companies with comprehensive insurance planning. Foster Financial works with strategic partners who are proven professionals in their own fields. Working with reputable firms with years of experience allows us to truly do holistic retirement planning.
Health Insurance, Property and Casualty, Custom Insurance plans for all of your personal and business needs.