Are You Investing or Playing a Completely Different Game?

Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.

Client Survey Results

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. 

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

Wealth With More Purpose

Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.

Markets Move. So Should You.

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.