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.
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This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
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There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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