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"Customized planning eliminates the cookie cutter and relies on clients to be open and honest about where they are, what they want to do, where they want to do it, who they want to do it with, and what really contributes most to their happiness. Don’t follow a template. Be willing to embrace the tough questions. Answer them honestly."
Wealth is peace of mind, good health, contentment, and family.
It is economic freedom to make choices.
- David A. Foster, CPA, CFP®
Shareholder & Financial Planner
“Aside from the added income, working longer also allows you to preserve your retirement savings and even keep building those assets in tax-advantaged retirement plans. At the same time, delaying Social Security past full retirement age lets your benefits grow by about 8 percent a year.”
– Jessica Dickler & Sharon Epperson, CNBC (2018)
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
