Foster & Associates, Inc. is a financial advisory firm founded in 1981 by Tom Foster and later led by partner Bryce Griffith. The firm specializes in comprehensive financial planning for public employees in Oregon and Washington, with a particular emphasis on public school employees preparing for retirement.
Their services include financial planning, retirement planning, investment management, and insurance. They are committed to providing personalized guidance, educating clients about state pensions (PERS, TRS, SERS), and crafting holistic strategies that integrate all aspects of a client's financial life. The firm operates as a Registered Representative of Cetera Advisors LLC, member FINRA/SIPC.
Specialized focus on public employee pensions (PERS, TRS, SERS)
Holistic financial planning integrating all aspects of financial well-being
Personalized strategies tailored to each client's unique circumstances
Dedicated to facilitating 'lightbulb moments' for clients
Direct communication with DRS on behalf of clients via information release authorization
Services
Financial Planning
A holistic approach integrating all aspects of financial well-being into a cohesive plan to maximize potential, mitigate risks, and uncover opportunities.
Retirement Planning
Personalized guidance tailored to unique circumstances, committed to financial success and retirement security.
Investment Planning
Developing a personalized investment plan tailored to the client's risk tolerance, financial objectives, and time horizon.
Insurance Planning
Assessing unique risks and designing a comprehensive protection plan including life insurance and disability coverage.
Oregon PERS Pension Guidance
Specialized pension education and planning for Oregon public employees, including PERS Plan 1, 2, and 3 options.
Washington TRS/SERS Pension Guidance
Guidance for Washington public employees on TRS and SERS pension plans, benefit estimates, and retirement steps.
Credentials & Certifications
Series 6 License
Series 7 License
Series 24 License
Series 63 License
Series 65 License
Cetera Advisors LLC Registered Representative
FINRA Member
SIPC Member
Reviews
Rating
5
★★★★★
Reviews
6
"Alway with a prompt reply and extremely knowledgeable."
Frequently Asked Questions
What types of clients do you serve? +
We specialize in comprehensive financial planning for public employees in Oregon and Washington, with a particular emphasis on public school employees.
What services do you offer? +
We offer financial planning, retirement planning, investment planning, and insurance planning, along with specialized pension guidance for public employees.
How long has Foster & Associates been in business? +
The firm has been serving clients since 1981.
What is your firm's mission? +
Our mission is to deeply understand your unique needs and goals, crafting personalized strategies to address them comprehensively, and empowering you to achieve your financial goals.
Do you help with Washington state pension plans? +
Yes, we provide guidance for Washington DRS pension plans including TRS and SERS, helping members navigate benefit estimates and retirement steps.
What credentials does the firm hold? +
The firm's representatives hold Series 6, 7, 24, 63, and 65 licenses, and the firm is a Registered Representative of Cetera Advisors LLC, member FINRA/SIPC.
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