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Retirement Planning

When it comes to financial objectives, many individuals are concerned with retirement planning. The professionals at Foster Financial Group will work closely with you to help develop a customized, personal solution to achieve your specific future financial objectives.

Retirement Projections

Retirement projections can take the guesswork out of your retirement plans. A comprehensive Retirement Projection Analysis will determine where you stand today. If your goal is higher than your current projections, we will show you changes you need to make to reach your goals with confidence.


Supplement your retirement with annuities. Many people are living 20 healthy years or more into retirement. Annuities, along with other investments, can give you long-term buying power and income to enjoy life after work. They also provide tax advantages and some guarantees. All guarantees are based on the claims paying ability of the issuing company.


Again, because we are living longer healthier lives, a 401(k) plan is not always enough to generate a sufficiently secure retirement. It is a good idea to supplement your 401(k) plan with an IRA (Individual Retirement Account). The contributions may be tax deductible and the earnings and gains from these contributions accumulate tax-deferred until you withdraw the money from the account.

REITs (Real Estate Investment Trusts)

If you are interested in real estate investment but you typically prefer a more liquid method of investment, REITs may be the perfect match for you. As a security that sells like a stock on the major exchange and invests in real estate, REITs are a great opportunity to get into the real estate game. REITs receive special tax considerations but can offer investors high yields.