My F&M

Watch the below video to learn about one client's story and their experience with the Foster & Motley Team.




How do I make my portfolio work for me in retirement?

You’ve saved enough and are ready to retire. You want to be sure your investments will produce the money that’s needed for every day expenses, and enable you to achieve your goals. The mechanics and positioning of your investment portfolio that will provide you with tax-efficient income on an ongoing basis can be confusing. We can help you create a stream of income from your accounts. Our investment approach focuses on income producing assets, high-quality dividend stocks and real estate, and interest from bonds. We will then work with you to craft a system that provides a “paycheck” on a regular basis.