Foss Financial Services

Creating and enhancing personal and business plans. We ASSIST you to better understand financial planning and decision making utilizing over 26 years of knowledge and resources.

Helping you to save time.

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Why Choose Foss Financial

We use a three-step planning and analysis process that helps assist clients achieve their financial goals.

Help You Identify, Prioritize and Achieve Your Goals

We use a collaborative and educational planning process. It is common for our clients to blend both tax and legal advice along with the personal and business financial planning and analysis we provide.

About Foss Financial Services

Dan Foss, ChFC, CLU

Chartered Financial Consultant

Problems That Commonly Exist as Barriers to Financial Success

The personal & business planning we do helps provide you/Clients with options, and also shows you a plan to enhance your financial position to give you peace of mind. Our strength is our attention to detail.

Financial Planning

Barrier/thing is people don't know how to do their financial planning and what financial options they have.., they are looking for somebody.

Time Management

They don't have time. What we do is help people to solve both problems. - minimal amount of time required. - we let them know what their options are.

Cash Flow Management

Determine $ available for lifestyle & savings goals clarify retirement - modeling current savings & retirement income distribution planning.

Foss Financial Services

Our 3-Step Planning Process

Why Choose Foss Financial

Our analysis and planning process delivers real results to our Clients. Helping you to save time.

Foss Financial Planning Process

Utilizing a 3-step planning
& analysis process

01

Gather/Organize financial information along with goals and objectives

02

Present – Discovery agreement agenda, financial analysis, & recommendations

03

Directions given by Client

Focused on your wealth

Our Specialized Services

Personal Financial and Estate Planning

The clarification of your goals and aspirations and what you want from life.

Business Planning

Privately held Companies are not publicly traded which limits liquidity, or exit strategy planning for owners.

Retirement Planning

Saving efficiently, controlling risk, & giving less taxes to the IRS.

Premium Financing

High Net Worth & High Income Individuals may find premium financing an economical way to pay for life insurance.

26+ Years of Experience

Foss Financial

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26+ Years of Experience

Foss Financial

Retirement Planning

Life Insurance

Personal Income Protection Planning

Premium Financing (Accumulation)

Special Needs Planning

Key Man Insurance

Premium Financing

Executive Benefits

Employee Benefits

Disability Buyout

DOE/Disability Overhead Expense

Buy/Sell Planning and Agreements

Premium Financing

Retirement Planning

Life Insurance

Personal Income Protection Planning

Premium Financing (Accumulation)

Special Needs Planning

Key Man Insurance

Premium Financing

Executive Benefits

Employee Benefits

Disability Buyout

DOE/Disability Overhead Expense

Buy/Sell Planning and Agreements

Premium Financing

For More Info read

Our Latest Blogs

People in your position are concerned about taking care of themselves and their family for lifestyle and retirement needs. Also about financial asset depletion.