My Mission. Your Goals.

Since moving behind the desk as a Financial Advisor in 2006, I have worked every day to faithfully serve you, your family and your business with honesty, integrity and transparency. I love helping people identify and navigate through their financial circumstances!

My first priority is to spend the time to learn more about you and your life values--including your investment experience, history and attitudes about money and the priorities you value.

Together we will identify your tolerance for risk, and craft a long-term investment plan to support your values and your dreams.

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Client Centered

Let’s build your plan for long-term, financial success!

Bobby N. Foster
CERTIFIED FINANCIAL PLANNER™

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Our Approach

Our Approach

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

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Our Services

Retirement

Through my comprehensive approach, I'll develop customized retirement strategies that address your individual needs and goals.

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Lifestyle

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

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Estate

No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.

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Ready for the next step?

Ready for the next step?

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

Our Values

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Leaving a Lasting Legacy

This ebook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.

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