Retirement, Investment & Financial Planning Services

We Care About Helping You Secure Your Financial Future

Will Social Security be enough for me to retire on? Will Social Security even be around when I retire? At G.J. Foster & Associates, we hear these questions on a regular basis. With life expectancy increasing, people expecting more from retirement, and the uncertainty of Pension Plans, Retirement Planning has become a necessity, not only for the "well to do" as it once was, but for every American who desires something from the "Golden Years" and does not want to worry about it every year until then!

For the family, a comprehensive total analysis of needs and the products necessary to safeguard those objectives is accomplished through preparation of a customized Financial Plan to handle every contingency.

So if you need to "Roll Over" your Pension Plan from a former employer, set up a Pension Plan inside your small business, do some Estate Planning, or just invest medium term for that boat, 25th Anniversary trip, or house on the lake, see us here at G.J. Foster & Associates to help you plan for your future. You will receive a personalized plan suitable for your needs, financial resources, goals, and time frame to accomplish them.

Therefore, call your local branch for a personalized evaluation of your accounting and bookkeeping needs!

Financial and Estate Planning

Personal financing planning for your future and that of your heirs.

Investments
Choose from 4 and 5 star Mutual Funds or Annuities for that custom fit.

Many of the services we provide for you and your small business are:

• Investments & Securities
      (Stocks, Bonds, Mutual Funds)
• Retirement Planning
• Future College Expense Planning
• Financial Planning Consultants & Services
• Asset & Portfolio Management
• Estate Management
• Estate Planning
• Estate Tax Returns
• Federal Tax Returns
• Gift Tax Planning & Returns
• IRS Audits & Negotiations
• Incorporation Services
• Family Budgeting
• Full Brokerage Services
  • a) General Investing
  • b) 401 K Plans
  • c) Roll Overs

• Wills, Trust & Estate Planning
• Pension Plans For Businesses
• Financial Services Include:
• a) Mutual Funds
• b) Roll Overs
• c) Retirement Planning
• Health Savings Accounts (HSA)
• Life & Health Insurance
• Disability & Long Term Care Insurance
• Inheritance Planning
• Insurance Planning
• Investment Planning
• Investment Research 

*Gregory J. Foster CPA, IAR
Total Financial Services
 
Certified Public Accountant &
Investment Advisor Representative

Registered Representative
Securities Offered Through Packerland Brokerage Services, Inc.
Member:FINRA & SIPC