RETIREMENT PLAN SERVICES

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What You'll Learn

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  • The myth of the 401k
  • Rethink retirement planning "rules"
  • Break work life tradition

Tips and strategies for making your retirement planning all about you.

In This

White Paper

Common Sense & Wealth Management

Foster & Motley offers customized tiers of service to meet your unique goals and needs.

ESSENTIAL

Your money working smarter


Investments starting below $1,000,000

Capitalize on your success


Investments between $1,000,000 and $5,000,000

PRIME

For wealth that endures


Investments starting above $5,000,000

LEGACY

Question tradition. Your time is now.

About the Authors

Ryan and Luke are Shareholders with Cincinnati, Ohio-based Foster & Motley. The firm is an independent Registered Investment Advisor, managing over $1 billion in client assets. Foster & Motley combines Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for its clients.

Ryan English, MBA, CFA, CPA, CFP®


Investment Manager Shareholder

Lucas "Luke" P. Hail, MBA, CFP®


Financial Planner Shareholder

7755 Montgomery Road, Suite 100, Cincinnati, Ohio 45236 ■ (513) 561-6640 ■ fosterandmotley.com