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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Lifestyle considerations in creating your retirement portfolio.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Couples may be able to head off many of the problems in a marriage that money can cause.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Recent changes in estate tax laws could affect the strategy you have in place.
What does your home really cost?
What are your options for investing in emerging markets?