“We are able to integrate our financial planning, tax planning & compliance, estate planning, and business advisory services to provide a comprehensive service to you.”

Contact us via e-mail

825 S. Waukegan A8 #212
Lake Forest, IL 60045

Phone: (847) 999-2130
Fax: (847) 441-6740

Services We Offer

Charles Wm. Foster & Associates, Ltd. is a Certified Public Accounting and "strictly fee only" financial planning firm. We specialize in developing comprehensive solutions to high net-worth individuals. Our solution is threefold:

  1. Wealth Planning
  2. Wealth Strategies
  3. Investment Monitoring

As a client, we will create, develop, and refine a unique comprehensive financial plan using our personal financial planning process.

What You Receive

Through our services we can help you:

Comprehensive Financial Plan

Your comprehensive financial plan is uniquely designed to help you achieve your financial goals. This plan includes:

Personal Financial Planning Process

To develop the best possible comprehensive financial plan, Charles Wm. Foster & Associates, Ltd. uses a five-step personal financial planning process:

  1. We develop an accurate picture of your present financial situation and assist in defining future financial objectives.
  2. Analyze the financial, tax, investment, and other related areas while identifying potential opportunities and evaluating alternative strategies.
  3. Recommendations are made to specifically address your goals and objectives.
  4. We will assist you in implementing the strategies in your plan.
  5. We will provide you with updates and ongoing advice in light of your changing circumstances.

We are confident that you will find our services to be the outstanding alternative when choosing an accounting or financial planning firm. Please feel free to call us at (847) 999-2130 or e-mail us at charlesf [at] cwfoster.com for additional information or a consultation.