When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
How can answering two key questions potentially change your perspective on retirement?
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
