ABOUT US
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 Approach
At Foster Financial Services, we believe in building lasting relationships with our clients based on trust, transparency, and mutual respect. Our team of experienced financial advisors takes the time to understand your unique situation, goals, and risk tolerance. We then develop customized strategies that align with your objectives, ensuring that you are well-positioned to achieve financial success.
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.
EXPERT TEAM
MEET OUR TEAM
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.