Broker Check

Foster’s Financial Management, LLC
& Foster’s Tax Accounting, LLC

(815) 824-8399
 

Products & Services

At Fosters Financial Management, LLC & Foster's Tax & Accounting, LLC, we provide assistance in the following areas:



Investments

  • Mutual Funds
  • Fee-Based Asset Management Services
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401K Plans
  • Collage 529 Plans
  • Educational IRA
  • Fixed Annuities
  • Variable Annuities

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Estate Planning
  • Business Succession Planning
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns


Insurance

  • Fixed & Variable Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Fixed & Variable Annuities



Accounting

  • Business Accounting Services
  • Financial Statement Preparation
  • Year End Planning & Projections
  • Payroll Services
 

Estate & Succession Planning

  • Business Ownership Succession Plans
  • Tax Planning and consequences
  • Insurance needs analysis
 

Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • Estate Plans
  • Money Management
  • College Plans