Temple Financial Services

Enjoying Today - Preparing for Tomorrow

Financial consultant in Camas, WA (show on map)

5.0

★★★★★

1 reviews

A financial advisory firm helping clients with investments, retirement, estate, insurance, and tax planning.

Call (360) 834-6470

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About

Lacamas Financial Group was founded to assist clients in every aspect of their financial lives, offering the most personal service available and earning a reputation for excellence. The firm operates as an independent financial advisory practice partnered with LPL Financial, a leading wealth management firm.

They focus on creating tailored strategies for clients' needs and goals, with a foundation built on thoughtful client relationships and open communication. Their team provides expertise in stocks, bonds, advanced financial and estate planning, and retirement plan consulting.

Independent financial advisory practice partnered with LPL Financial

Masters Club Level LPL Investment Advisor Representative

Over 25 years of experience in financial guidance

Personal service and hands-on approach

Fiduciary-focused retirement plan consulting with LPL tools

Services

Investment Management

Guidance and management of investment portfolios including stocks, bonds, and securities.

Stocks Bonds Common Stock Treasury Bills Government Securities Treasury Notes

Retirement Planning

Strategies for retirement savings and income, including various IRA types and employer plans.

Traditional IRA Roth IRA SEP IRA Simple IRA 401(k) Planning 403(b) Planning Coverdell ESA College Plans Money Purchasing Plans Profit Sharing Plans

Financial Planning

Comprehensive financial planning addressing life transitions, risk tolerance, and long-term goals.

Personal financial assessment Goal identification Risk tolerance analysis Long-term strategy development

Estate Planning

Planning services to manage and distribute assets according to clients' wishes.

Estate plans Advanced financial planning Wealth transfer strategies

Insurance Planning

Insurance products to protect individuals and families, including disability, life, and long-term care.

Disability Income Insurance Life Insurance Long-Term-Care Insurance Variable Annuity

Retirement Plan Consulting

Services for employers to design, administer, and optimize retirement plans for employees.

Fiduciary Best Practices Fiduciary Monitoring System Retirement Plan Health Check Industry Reports ERISA Help Desk Fiduciary Vault Retirement Outcomes Evaluator Fee Analysis Tools Investment Due Diligence

Credentials & Certifications

LPL Financial Registered Investment Advisor

FINRA Member

SIPC Member

Masters Club Level LPL Investment Advisor Representative

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Lacamas Financial Group's relationship with LPL Financial? +

Lacamas Financial Group is an independent financial advisory practice partnered with LPL Financial, a registered investment advisor and broker-dealer. Securities and advisory services are offered through LPL Financial.

What services does Lacamas Financial Group offer? +

Services include investment management, retirement planning (IRAs, 401(k), 403(b), college plans), financial planning, estate planning, insurance (life, disability, long-term care), brokerage services, and tax planning.

Where is Lacamas Financial Group located? +

532 NE 3rd Ave, Suite 200, Camas, WA 98607.

How long has Christopher Foster been in the financial industry? +

Christopher Foster has been helping people retire and manage their finances for more than 25 years.

What is LPL Financial's size and scope? +

LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, servicing approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

What retirement plan tools does LPL offer through Lacamas Financial? +

LPL offers fiduciary monitoring, retirement plan health checks, industry reports, ERISA help desk, fiduciary vault, retirement outcomes evaluator, fee analysis tools (PlanPoint, PlanProfile, FeeChecker), investment due diligence, and fund line-up comparison tools.

Is Lacamas Financial Group a registered broker-dealer or investment advisor? +

No. Lacamas Financial Group is not registered as a broker-dealer or investment advisor. Securities and advisory services are offered through LPL Financial, which is a registered investment advisor and member of FINRA & SIPC.

What is the firm's approach to client relationships? +

The firm is built on a foundation of thoughtful client relationships, emphasizing open and honest communication, a hands-on approach, and a commitment to helping clients achieve their financial dreams.