Financial Planning
Creating a thorough financial plan requires forward thinking, a strong sense of your ideal future, and flexibility as you navigate new life stages and events.
Financial Planning Services
Creating a thorough financial plan requires forward thinking, a strong sense of your ideal future, and flexibility as you navigate new life stages and events.
Experienced, Comprehensive Financial Planning Services
At Foster Group, we know it’s not easy to welcome an outsider into your circle of trust. But we are dedicated to earning your confidence through our values of character, competence, and care along with wise financial counsel. We want you to feel – always – that your financial life is Truly Cared For® by your personal Foster Group team.
Clients are at the center of everything we do. We’ll use a proven, time-tested process to identify your optimal outlooks and objectives, opportunities, and concerns. We’ll build a unique, customized plan that is optimized to your best interests and can evolve through the years.
We know how easy it is to procrastinate about the future – especially when time is at a premium, today. But taking time to meet with us, soon, can help you achieve a future of lasting success. Once your plan is in place, we go to work in the background, helping to keep everything on track so you can live life to the fullest. Our proactive approach to financial planning helps clients and their families define and build futures of meaning, generosity, and financial security.
How We Can Serve You
- Establish and review your personal goals and objectives
- Review your personal financial journey and your perspectives about money
- Cashflow review, analysis, and planning
- Education funding tools and strategies
- Caregiving planning, including loved ones with special needs, disabilities, and older adults
- Retirement planning, including Social Security optimization, and savings & withdrawal strategies
- Tax planning and tax return review
- Employee benefits review and integration
- Executive compensation review and analysis
- Closely held business planning
- Coordination with your other professional advisors
Expert Help with These Common Financial Planning Concerns
While Foster Group financial planners personalize their approach to the needs of each client, there are several common concerns that are often addressed through our comprehensive financial consulting services, including:
- Preserving and protecting accumulated wealth
- Mitigating adverse tax consequences
- Creating sustainable lifetime cash flows
- Coordinating resources and benefits for Special Needs and Eldercare planning
- Providing for the transfer of wealth, including provisions for family and heirs
- Achieving personal mission-based priorities and generous charitable giving
Foster Group financial planning services incorporate an in-depth fact-finding process, which helps us better understand your personal goals, values, financial history, key relationships, and personal interests – each of which may impact your plan. We perform a detailed financial inventory and analysis – including your sources of income, projected expenses, outstanding debt, tax history, insurance coverage, estate plans, and more. The result of this work is a comprehensive picture of your current financial situation.
While the numbers tell us a lot, we never let them speak for themselves. We always return to what we’ve learned from you to see how your goals and desired outcomes line up with your current reality. Then, we help you bridge the gap, until the questions about your ideal future – and how you might get there – are answered.
You may not be able to meet all your goals at once, but we will support you with open, honest communication as you prioritize what matters most. And we will always be by your side.
Common Questions
When can you retire?
Can you afford education for your children or grandchildren?
Will you be able to give to the charities and causes you care about?
Find a Financial Planner Near You.
Our fiduciary financial advisors near you in Des Moines and Omaha deliver clear, concise guidance and always prioritize your peace of mind. There are never any hidden fees.
GET STARTED
Talk with a trusted advisor today.
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