Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your estate and financial plan. We have team members onsite at our main office in Austin as well as an external support network of specialists in insurance, tax, estate, charitable and retirement planning.
Some of the brightest minds in the business working on your behalf
Foster Financial Group is a Member Firm of Valmark Financial Group, a 59-year-old, invitation-only group of independent wealth and insurance advisory firms. Through this relationship, we have exclusive access to an experienced support team of over 100 professionals with credentials spanning multiple financial disciplines.
This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures. A sample representation of the team’s credentials includes:
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
INSURANCE PLANNING AND ADVANCED CASE SPECIALISTS, including a team of attorneys, accountants, MBAs, CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Life Underwriters, and Chartered Financial Consultants who provide independent assessment and analysis of recommended product sets, policy management and life settlements.
Grant Foster is the Owner and Principal of Foster Financial Group, an independent insurance, retirement and estate planning firm he founded in 1975 which specializes in the retirement planning, business continuation and estate planning markets.
Grant’s 48-year career has been marked by many insurance industry awards and a thirst for continually broadening his services and improving upon his professional skills. In 1984, Grant became licensed to sell securities. He then went out to earn the Life Underwriting Training Council Fellow designation in 1988, the Chartered Life Underwriter designation in 1989, the Chartered Financial Consultant designation in 1991, and the Accredited Estate Planning designation from the American College in Bryn Mawr, PA in 2004.
Grant is also a consistent life and qualifying member of the Million Dollar Round Table as well as Top of the Table, and a perennial qualifier of the NAIFA Quality Award. He is also currently a member of NAIFA-Austin, NAIFA-Texas, Estate Planning Council of Central Texas and The Society of Financial Services Professionals. Grant has been a featured speaker at numerous company and industry sales meetings across the United States, including the 2008 Million Dollar Round Table’s annual meeting in Toronto, Canada. In 2014, Grant was inducted into the NAIFA-Austin Hall of Fame for his lifetime achievements and service to the insurance and financial services industry.
Grant’s charitable and community involvement includes annual sponsor and 2014 participant of Austin’s Dancing with the Stars, benefiting The Center for Child Protection, annual sponsor of St. David’s Foundation’s Toast of the Town, and Rotary International – Paul Harris Fellow.
Grant has been married to Barbara for 9 years. She has two adult sons and one grandson, who is 18 months old, with another on the way!
The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. The award is not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success.
Top of the Table is exclusive to MDRT’s top membership level. It is designed to help high performers improve their professional and personal lives simultaneously.
The NAIFA National Quality Award is sponsored by the National Association of Insurance and Financial Advisors (NAIFA). The award criteria are based on production, NAIFA leadership participation and professional education. Applicants pay a fee to apply for the award and data used to determine if the applicant qualifies is provided by the applicant. Awards are not indicative of future performance.
As Vice President of Advanced Markets for our partner, Valmark Financial Group, Michael Amoia works with our clients and our clients’ advisors to implement advanced wealth transfer and business planning techniques that leverage the use of life insurance. With over 28 years of experience and a deep understanding of complex estate planning techniques, Mr. Amoia works closely with both our back-office life insurance case design and financial planning teams to create client deliverables that help illustrate how these techniques and strategies can maximize the ability for clients to efficiently transfer intergenerational wealth. Mr. Amoia is a frequent national speaker on various estate planning topics and an author of numerous industry articles. He is also a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Juris Doctor (JD) which he earned from University of Baltimore’s School of Law, and holds a LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.
