Broker Check

2901 Ohio Blvd Suite 145, Terre Haute, IN 47803

812-244-1330
thomas.foster@fosterwm.com
Account Access

Let's Build Your Financial Strategy

Guidance at the intersection of life and wealth.

Learn More

Financial Freedom For What You Love Most

We know true financial freedom is the best gift of all. We work to make sure you have a complete investment package tailored to you and your family, no matter what curveballs come your way.

Learn More

Advisors Who Care

Other financial advisors leave you tangled in knots. We put a bow on it.

Learn More

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

"If there is one common theme to the vast range of the world’s financial crises, it is that excessive debt accumulation, whether by the government, banks, corporations, or consumers, often poses greater systemic risks than it seems during a boom." — Carmen Reinhart

Our Services

Our Services

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put our firm on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn More
Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Have a Question?

Thank you!
Oops!