What is your Legacy?

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.

My Money Story

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.

What’s Next?

Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you. 

Alphabet Soup at Foster Group

Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.

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