RETIREMENT PLAN SERVICES
“We help plan sponsors give employees their best shot at a dignified retirement.”
—Tim Wood, AIF®
Empower your employees with the best retirement plan experience they have ever had.
We serve you and your employees as a fiduciary 100% of the time.
- Transfer investment responsibility to us as a 3(38) investment fiduciary.
- Un-conflicted advice, no commissions, no incomplete information.
FOR INDIVIDUALS
“I’m not a betting man–but I help families beat the odds.”
—David Foster, CERTIFIED FINANCIAL PLANNER®
Perhaps the only thing harder than earning family money is preserving it.
FACT: Fully 70% of family wealth evaporates by the end of its second generational transfer. Pacific Northwest-based Foster & Wood is focused on family wealth, and we can help you beat the odds. We can truly make a difference for your family.
CONTACT US
clientsuccess@fosterandwood.com | 503.785.9844 | map