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Services

Foster Klima is committed to providing comprehensive financial strategies for you, your family, and your business.

Business Owner Solutions

Employee Benefits

  • Major Medical
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Personal Training
  • Split Dollar Arrangements

Personal Solutions

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management*
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

Additional Planning Solutions

  • Debt Elimination
  • College Funding
  • Charitable Giving

*Money Management offered through Park Avenue Securities