Zach, Brittany, Garrett, Heather, Gabrielle, Nikki, and Ethan took time out of their busy schedules to volunteer at the MEALS FROM THE HEARTLAND. Thank you for continuing to give back to the community! #rockinthehairnet #fostergroupinthecommunity
Foster Group
Financial Services
West Des Moines, IA 1,719 followers
Your Financial Life, Truly Cared For® Disclosures: https://bit.ly/2C8oGQu
About us
Since 1989, the team at Foster Group has been committed to helping you feel Truly Cared For®. Spanning our ownership over 3 generations of employees to help ensure relationship continuity is just the start. Being an SEC-regulated fiduciary and our belief in fee-only compensation structures with our clients also ensures that we put your best interests first. We believe in clients having full-access to the collective abilities of all our team members, rather than being served by just a single advisor. And, perhaps most importantly, we are committed to going beyond the portfolio, to understand the hearts and purposes of our clients. We display our values-driven approach not just in what we say, but in how we serve our clients, our communities, and our fellow team members. By advancing our advice with science and getting the right people in the right positions, we are in constant pursuit of an uncommon client experience. We offer clients a full complement of financial services, including investment management for individuals and institutions, qualified retirement plan consulting and design, and advanced financial planning services. We invite you to enter into a conversation, into our world of expertise, and into a long-lasting relationship in which we do everything within our power to live up to our promises. PLEASE NOTE LIMITATIONS: Please see Important Information & Advertising Disclosure Information and the limitations of any ranking/recognitions, at https://www.fostergrp.com/info-ad-disclosure/. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.
- Website
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http://www.fostergrp.com
External link for Foster Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- West Des Moines, IA
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Investment Management for Individuals and Institutions, Comprehensive Financial Planning, Life Planning, 401K Consulting, Retirement Planning, and Institutional
Locations
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Primary
Get directions
6601 Westown Parkway, Suite 100
West Des Moines, IA 50266, US
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Get directions
8901 Indian Hills Drive, Suite 300A
Omaha, NE 68114, US
Employees at Foster Group
Updates
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Jazz music is intuitive, creative, and organic. It can be argued that it is also one of the most difficult forms of music to play. Jon Evans, CFP®, AIF®, shares how learning to play great music and optimizing your finances both require building from a fundamental base. 🎷🎶 Read Jon's full article here: https://lnkd.in/gWeJWjhb #financialplanning #cashflow #fostergroup
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Check out the Foster Group July Chart of the Month where Michael Westphal, CFA®, Director of Investments, talks international stocks and diversification. #internationalstocks #diversify #fostergroup
Chart of the Month – July 2024
https://content.fostergrp.com
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Several of our Foster Group employees attended the Taking up Space Leadership Event 2024 last week with many like-minded and fierce female leaders. #femalepower #fostergroup
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Putting money aside for unforeseen circumstances isn't exciting. Yet, its importance cannot be overstated. Andy Mullan, CFP®, Lead Advisor at Foster Group, explains how an emergency fund can be beneficial for those unexpected expenses. #emergencyfund #unexpectedexpenses #fostergroup
The Significance of an Emergency Fund
https://content.fostergrp.com
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🎉 **June Work-a-versaries!** 🎉 We have 8 employees, spanning 22 years of dedication to Foster Group that we want to recognize! Please join us in congratulating our employees on their anniversaries: - Brent, 22 years - Joe, 21 years - Seth, 11 years - Tim, 10 years - Blake, 3 years - Ashlee, 3 years - Jack, 3 years - Gabrielle, 2 years We are happy to have you on our team at Foster Group! 💙 #workanniversary #teamwork #employeeappreciation
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Today, we honor Juneteenth – a day that marks a pivotal moment in history, the emancipation of enslaved African Americans in the United States. Let's use this day to reaffirm our dedication to building a diverse and equitable environment, where every voice is heard and valued. #Juneteenth #Solidarity #Inclusion
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Rolling Over a Significant 401k or Retiring? Transferring the accumulated wealth in a large 401(k) portfolio into a personal IRA creates a new array of choices, risks, and opportunities. Clear, experienced guidance may be needed, as well as evidence-based planning and investment options. All with your best interests in mind. To learn more, visit https://ow.ly/ia9p50Sijni. #retirement #401krollover #fostergroup
Our Services | Foster Group | Serving Des Moines, IA & Omaha, NE
https://www.fostergrp.com
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Ashlee Vieregger shares how the magic of writing a letter could help convey your intentions to a beneficiary in her latest article. 💌 #estateplanning #trust #beneficiary #fostergroup https://lnkd.in/g7n4_B_e
The Magic of Writing a Letter | Foster Group - Financial Planning Insights
https://content.fostergrp.com
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We were happy to be a sponsor for Grateful Giving! Watch the video where Jason Brown, Director of Advisor of Success, shares our Foster Group vision and our commitment to giving back! #MostGivingCompanies #GratefulGiving #FosterGroup
Grateful Giving is excited to announce the inaugural edition of the Most Giving Companies in Iowa 2024 Annual report that recognizes businesses leading the state in charitable giving! We believe that businesses have a fundamental responsibility to give back to their communities and to our world. This report is intended to honor companies who accept that responsibility and who are true leaders at giving back. A BIG thank you to our sponsors: McGill Junge Wealth Management, Foster Group, Greater Iowa Credit Union, and Syverson Strege. The report highlights generous Iowa headquartered companies such as Principal Financial Group, Hy-Vee, Inc., Casey's, MidAmerican Energy Company, Wellmark Blue Cross and Blue Shield, Sammons Financial Group Companies, EMC Insurance Companies, TrueNorth Companies, L.C., Bankers Trust, Cambridge Investment Research, Inc., Mel Foster Co., Westside State Bank and many more. We invite you to join us at our YouTube recognition event today hosted by our Founder & CEO, Matt Ostanik featuring special keynote guest, NY Times best selling author Dave Kerpen and nonprofits, Des Moines Area Religious Council (DMARC), Big Brothers Big Sisters of Central Iowa and Dorothy's House. Please view the full report and recognition event at https://lnkd.in/ghwv9RPY. Thank you for helping us celebrate business giving in the state of Iowa! ❤️
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