About Us
We specialize in helping federal employees gain a better understanding of their federal benefits along with planning for, and executing, their retirement. Whether you are 2 months or 20 years away from retirement, we can help you understand your options. We would be happy to provide you with a complimentary benefit analysis and consultation.
We also specialize in senior retirement investment and insurance products by using tax deferred investment strategies while minimizing IRS obligations, in return passing more fund onto heirs.
It is our goal to ensure our clients are presented with all of the knowledge and resources to maximize their retirement benefits and financial planning. Call to connect with our team to begin the process with an initial consultation to get an understanding of both your current status and financial goals.
Our Team
Linda O. Foster
Business Founder
CEP Certification, FEBA
Founder and Owner of Foster Financial Services, is a respected estate planner who has been offering her services for the past 30+ years. She specializes in senior retirement investments and insurance products by using tax deferred investment strategies, while minimizing IRS obligations, in return passing more funds onto heirs. It is her goal to provide the utmost customer service to all her clients and to ensure they are presented with all the knowledge and resources to maximize their retirement benefits and financial planning.
Jim Foster
Co-Owner
25 Years Experience in Life Insurance and Annuities. Jim brings a vast amount of business experience to Foster Financial Services. His previous experience includes 20+ years in the mining and core-drilling industries serving Anaconda and Exxon, and worked in mergers and acquisitions building public companies.
Lisa Hollenback
Office Manager
Licensed June 2024. Although Lisa is new to this industry she has 19 years business experience in the transportation, freight , and customer service industries. She was the sole owner of two small businesses for 9 years.