From learning, to living, to retirement

Financial Services

As a medical professional your financial situation is unique. Upon completion of your training, you may have more financial questions than answers.

Have you started asking yourself:

• Is now the right time to work with a financial professional?
• Should I pay off my student loans first or start investing?
• How much should I have in my “emergency fund”?
• If I purchase a home, what is the best way to finance it?
• Do I need life insurance?  If so, how much and what type is the best for me?
• How do I start planning for retirement? What are my options?
• What is the best way to save for my child’s education?
• How solid is my employee benefits package?

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From Learning, to Living, to Retirement
The University-designated Foster Klima Represenatives have a keen perspective of the uncommon challenges you will face today, tomorrow, and throughout your career. Your income is a multi-million dollar asset. Assuming only 3% annual increases, today's 30-year-old earning $75,000 a year will earn $4.5 million by age 65. What if you become too sick or hurt to work?

In addition to offering the highest quality disability coverage, we are equipped with a full suite of financial planning tools.
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What we can offer you:

• Debt Elimination Strategies
• Student Loan Planning*
• Retirement Planning
• Life Insurance & Disability Income Planning
• College Savings Strategies
• Mutual Funds & Money Management
• Employer Contract Benefit Reviews

Expand your view of your financial world. Contact your Foster Klima Medical Professional Specialists to Protect, Save and Grow your financial wealth.

Have a question, or want to learn more about your options?

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* Neither Guardian nor its subsidiaries offer student loans.