Foster Financial
Services, Inc
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(541) 857-6698
About Founder
Foster Financial Services, Inc. has a long, stable history of over 25 years for providing the South Florida area with high quality, competitively priced insurance products as an Insurance Brokerage Agency
Founded in 1994 by Stephen Foster, the agency was headquartered in Miami, Florida. We specialize in group benefits for businesses.
Foster Financial Services, Inc. is dedicated to assist individual businesses to optimize their growth. Our goal is to help them find key personnel through offering competitive benefits packages for their employee’s.
We personally assist our clients Group and Individual insurance needs.
We are an independent insurance agency: We do not work for an insurance company; we work for you. It is recommended that when shopping for insurance, you should shop around. If you are like most people, you don’t have time to figure out who offers insurance and time to fill out many forms. By coming to us, we shop around for you and give you quotes from many of the leading insurance companies and… you decide!
Our primary objectives are:
•to be honest and fair in all our dealings
•to assist our clients with their insurance related questions
•to treat our insured’s needs as though they were our own
•We have a commitment to maintain a high standard of excellence in all that we do and to establish a firm relationship of mutual trust and service with each of our insured’s.
Our Mission
At Foster Financial Services, our mission is to empower individuals, families, and businesses by providing comprehensive financial planning and investment management tailored to meet their unique needs. We believe in a holistic approach to financial planning, ensuring that all aspects of our clients’ financial lives are considered and optimized.
OUR SERVICE
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Tax Planning
Tax planning is basically figuring out how to legally pay the least amount of taxes possible. It involves analyzing your income, expenses, and investments to find ways to reduce your tax burden.
Investment Planning
Investment planning is about Knowing your goals: What are you saving for (retirement, house, etc.)? Risk tolerance: How much risk are you comfortable with? Timeframe: When will you need the money?
Group Benefits
Group benefits are like insurance packages offered by employers (or organizations) to a group, often at discounted rates. Think health insurance, dental, vision, and more! They help you financially with healthcare and other needs.
Life Insurance
Life insurance provides financial protection for your loved ones after you pass away. You pay premiums, and in return, your beneficiaries get a death benefit to help cover expenses. Think financial safety net for your family.
WHY CHOOSE US
Here are some compelling reasons why someone should choose your financial services company:
- Expertise: Our team comprises highly skilled professionals with extensive experience in the financial industry.
- Customer Focus: We prioritize our clients’ needs and work tirelessly to ensure their satisfaction.
- Innovation: We continuously seek innovative solutions to meet the evolving financial needs of our clients.
- Trust and Integrity: We operate with the utmost integrity, building trust through transparent and ethical practices.
CLIENTS REVIEW
OUR CUSTOMERS LOVE US!
John Foster founded Foster Financial Services in 2005 with a vision to provide comprehensive financial planning and wealth management solutions. With over 20 years of experience in the industry, John specializes in retirement planning, investment strategies, and tax-efficient wealth management. He holds a CFP® designation and is committed to helping clients achieve their financial goals.
Sarah Thompson, our Chief Investment Officer, brings over 15 years of investment management experience to the team. She is responsible for developing and implementing our firm's investment strategies, ensuring that clients receive the best possible advice tailored to their individual needs. Sarah holds a CFA® designation and has a keen eye for identifying market opportunities.
Michael Reed has been with Foster Financial Services for over a decade, providing clients with expert guidance in financial planning, estate planning, and risk management. His client-centric approach and deep understanding of the financial markets have made him a trusted advisor to many. Michael is a Certified Financial Planner™ and holds a Master’s degree in Financial Planning.
Emily Carter leads our Client Services team with a passion for excellence and a commitment to ensuring client satisfaction. With a background in financial services and customer relations, Emily ensures that every client receives personalized attention and support. Her team is dedicated to making the client experience seamless and rewarding.
Get In Touch
Ready to take control of your future? Schedule a consultation with one of our knowledgeable insurance advisors using the link below. For general inquiries or to learn more about our services, feel free to contact us via email or phone. We look forward to hearing from you!