Services
Services
How We Work
Foster Klima is committed to providing comprehensive financial strategies for you, your family, & your business.
Investments*
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
Insurance
- 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
- Dental