Stephen Foster
Investment Advisor Representative and Registered Principal
Thank you for visiting our site. I own this company and want you to be well served. I'm an Investment Advisor Representative holding the securities registrations Series 7, 63, and 65, as well as a Life & Health license. I try to bring knowledge and experience in the areas of financial planning and qualified retirement plans. My greatest area of impact is with clients who are retired or about to retire.
I am a Ramsey SmartVestor Pro.*
I've been married for 30 years and a father to 4 wonderful children. I graduated from Texas A&M University (class of '93) with a degree in Agribusiness. I served 13 years in the Texas Army National Guard as a Field Artillery Officer. I'm a member of the Tomball Rotary Club.
Contact me directly at stephen@petrabenefits.com
*Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor Pro program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth.