Fosters Financial Management, LLC & Foster’s Tax & Accounting, LLC serves a variety of prosperous individuals and business owners, by helping each client develop and implement strategies that are likely to achieve their financial goals. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our philosophy is to help clients enhance the quality of their lives by maximizing their assets to realize personal and financial goals. We take a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
We believe that each client has unique needs, desires, and circumstances. As such we listen closely to each client, and work with them individually, to develop strategies likely to achieve their financial goals. This also means working with your other advisors such as an attorney.
Our Goal is to sustain a long term relationship with each one of our clients. Therefore, we believe the strategies we recommend must be suitable and sustainable for each client. However, we understand that life can bring changes and we must keep up with your changes in needs and desires.
Success is not based just on the performance of a single investment, but rather by how well we help our clients achieve their long term goals and objectives.
How We Work With You
- Through an initial meeting we discuss and identify your goals, objectives, risk tolerance, and needs. We will ask a lot of questions to get to know you, and encourage you to ask us many questions to get to know us.
- We will analyze your information and develop a strategy.
- When you are ready to make an educated decision, we help you implement a strategy that is right for you.
- We communicate with you regularly to make sure you stay on track and progress towards your goals.
Since most investment professional have access to a similar pool of products; the real reasons to hire a financial professional are trust, confidence, integrity, and experience. We are guided by the principal ‘do what is right for each client, and good things will happen.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 815-824-8399.