Foster Financial Services

Foster Financial Services is a boutique retirement and investment firm that works with individuals and employers. Each client receives a customized financial action plan, whether the goal is retirement or a special situation that comes up along the way. Services span investment management, 401(k) management and rollovers, pension and deferred compensation plans, tax and estate strategies, life insurance, annuities, and charitable giving.

The team includes fiduciary advisers who are licensed and credentialed, and the firm presents itself as focused on education and unbiased guidance. Advisory services are offered through Foster Financial Services, LLC, and the office is at Dupont Commerce Court in Fort Wayne, with a Monday-to-Friday schedule listed on the website. The firm notes that its material is not tax or legal advice, so clients are referred to their own tax professional or attorney for those questions.