Comprehensive Financial Consulting

Your financial goals can only be achieved with a solid plan.  We listen to you to discover your financial goals, needs, objectives, current situation, and future dreams.  We analyze and evaluate your financial situation looking at all areas of your finances and provide direction to help you meet your financial goals. Our financial consulting program includes ongoing education about the financial world to help you find your way through unfamiliar terrain. Our goal is to empower you with a sense of financial security and to therefore reduce fears or anxiety regarding money.

Money Management

Our professionals implement your financial plan through the services of our broker/dealer relationship with NFP Securities, Inc.  This relationship allows you to select from an exceptional array of insurance and investment products.  You have access to any product that best meets your investment needs. We stick with you throughout the process, recommending specific investment products, monitoring the transactions, encouraging you to take action and constantly reviewing the progress of your investments. Our job is to make your financial plan work for you to help accumulate and protect your wealth.

Retirement Planning

It may be a life of travel, a home near your children or security in knowing you can take care of yourself through your retirement.  Your retirement plans can become a reality with appropriate planning and implementation.  Foos Financial can guide you to and through a secure retirement.  Guidance may include management of your company-sponsored retirement plan; your own retirement savings, investments, insurance products; and/or government programs.  Whatever is needed to make your retirement dreams come true, Foos Financial is there to help you. 

Insurance that Meets your Needs

Your health can have a profound impact on your financial security.  At Foos Financial we help you evaluate your insurance situation and identify your insurance needs.  We offer a full array of insurance products to help you manage in the event of disability, illness and death. We partner with insurance professionals to offer you the best insurance products available in the industry.  Our partners are professionals that have extensive knowledge of the insurance industry that enables them to educate you about insurance products and help you navigate through the complicated insurance world.