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How We Work

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


We provide comprehensive investment planning, aiming to utilize the appropriate type of account with the appropriate blend of investments to meet each client's objectives.  We choose to work with a wide variety of investment managers, from large fund companies to boutique asset managers, matching the appropriate strategy to each client's situation.

*Investments offered through Park Avenue Securities

Financial Strategies

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Cash Flow and Budgeting
  • Charitable Giving
  • Debt Elimination


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance*

*Guardian nor any of its subsidiaries offer Long Term Care Insurance

Business Planning

  • Business Insurance
  • Buy-Sell Agreements
  • Exit Planning
  • Split Dollar Arrangements
  • Succession Planning
  • Executive Compensation Planning
  • Employee Benefits
    • Dental
    • Group Life
    • Group Short Term & Long Term Disability
    • Major Medical
    • Pension Design & Administration
    • Voluntary Benefits

Contact Us

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