Illinois Office*
11712 Main St, Box 859
Roscoe, IL 61073-0859
Phone: 815-623-8877
4510 Brockhaus Ln
Junction City, WI 54443
Phone: 715-457-3130
G. J. Foster & Associates, P.C.
Certified Public Accountants & Consultants
Where CPA also means "Close Personal Attention"
Home | Accounting, Bookkeeping, Taxes & Payroll | Management Consulting and Controller & CFO Services Entity Consulting & Incorporation Services |Retirement, Investment & Financial Planning Services
"Helping You Set Up & Manage Your Small Business"
"A Personal Financial Plan to Get You to Retirement in Good Shape"
"Providing Illinois & Wisconsin with Over 20 Years of Quality Service"
Past Industry Controller & CFO Experience
Illinois
- Rockford
- Roscoe
- Rockton
- South Beloit
- Belvidere
- Machesney Park
- Loves Park
Wisconsin
- Beloit
- Janesville
- Racine
- Kenosha
- Union Grove
- Sturtevant
- Waterford
- Burlington
- Stevens Point
- Plover
- Whiting
- Wausau
- Rothschild
- Schofield
- Mosinee
- Junction City
- Wisconsin Rapids
- Marshfield
We service the following Areas
Fax: 815-623-8914 | Cell: 815-997-6106 | E-mail: gjfosterpc@aol.com
1215 51st Drive
Union Grove, WI 53182
Phone: 262-878-8867
G. J. Foster Financial Services Inc
Registered Financial Advisor
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!
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.
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 Financial Advisory 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
Certified Public Accountant &
Investment Advisor Representative
Total Accounting, Tax & Investment Services
