Shanell Foster
MBA
Specializes in helping Business Owners and Professionals grow wealth for the future, through tax efficient strategies. Her thoughtful, comprehensive guidance can help you achieve your financial goals while caring for your business and family!
State(s) Licensed: AL, CT, FL, GA, IL, MA, NC, NJ, NY, OH, SC, TN, WA
8461 Lake Worth Rd, Ste 162
Lake Worth, FL 33467
Specializes in helping Business Owners and Professionals grow wealth for the future, through tax efficient strategies. Her thoughtful, comprehensive guidance can help you achieve your financial goals while caring for your business and family!
State(s) Licensed: AL, CT, FL, GA, IL, MA, NC, NJ, NY, OH, SC, TN, WA
FINANCIAL GUIDANCE YOU CAN COUNT ON
With over 100 years in the Financial Services Industry, Thrivent continues to provide solutions that can help clients become more secured in the areas of:
• Retirement Savings and Planning, including employer sponsored retirement plans/401k, Annuities and IRAs
• Business Continuation Planning, including buy-sell agreements and incentives to retain and reward key persons
• Investment Management and Liquidity including Brokerage, Managed Accounts and Mutual Funds.
• Risk Management & Insurance Planning, including Life Insurance, Disability Income Insurance and extended care insurance
• Tax Planning for Professionals and Business Owners working with your CPAs and tax professionals
• Legacy and Charitable Planning working your estate attorneys
• College Savings and Education Funding Strategies
Let's start a conversation about your future!
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Location
Lake Worth Office
- Phone:
- 561-969-8879
Hours
M – F: 9 a.m. – 4 p.m.