A Partner in Building Your Financial Success
At Foster Klima & Company, we know that financial success is the result of discipline, hard work and smart, informed decision-making. To build and maintain an effective financial strategy, it’s important to seek out the right people who look to understand what is important to you, guide you, and provide long-term support as you move through the various stages of your financial life.
With Foster Klima & Company you have a dedicated representative who delivers valuable services in a coordinated and holistic way. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow -- and minimize your debt -- now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood.
Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your goals and your dreams.
Helping to ... Optimize your wealth. Achieve your goals. Protect your dreams.
Contact us today to discuss turning your dreams into realities.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Purchasing homeowners insurance is critical for protecting your home.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One way to find money is to examine your current spending habits and eliminate money wasters.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.