Wherever you are on your financial journey, we listen to understand your needs and dreams. We work to deliver wise financial counsel. And we help you achieve a life of meaning and generosity – both for yourself and for those you care about.
The best way to understand the value of a relationship with Foster Group is to experience it firsthand.
Without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For® can help you feel more confident and in control.
While our physical offices are located in West Des Moines, Iowa, and Omaha, Nebraska, we are able to serve clients throughout the United States. We currently serve individuals in 38 states*. We are able to hold meetings via phone or video conference.
*As of 1.1.22
We serve physicians, business owners, and entrepreneurs, as well as other professionals, individuals, and families.
For your first meeting, our team will go over a series of questions to help us get to know you on a deeper level. We’ll typically discuss your values, goals, key relationships, finances, other advisors, processes and interests. This helps us design a plan that puts your needs and desires first.
The frequency of our meetings depends on several factors, including the complexity of your financial plan, the services you want, and your personal preferences. Generally, the frequency of our meetings ranges from 1-6 meetings/year in the first year to 1-4 meetings/year thereafter.
Our client retention rate in 2021 was 97.5%.