Elyse D. Foster
Harbor Financial Group, Inc.
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $750,000
Minimum client income required: No minimum required
Offering advice since: 1982
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Elyse D. Foster:
Elyse is the founding Principal of Harbor Financial Group, Inc. Long before it was fashionable or the preferred form of advisory business, Elyse created advisory services to center around the client by bringing together other professional disciplines for a more effective, coordinated approach to problem solving. All of a client's needs, family, business and personal, are considered in developing the highly personal advisory for which the firm is well known. Her role includes client relationship management, strategic planning, and investment direction and selection for the firm. Elyse's 30 years experience helps her integrate world events and individual goals and needs into investment and planning advisory with exceptional results.
Elyse studied Political Science and Economics at the University of Colorado earning a BA in Political Science. She entered the financial planning field shortly after graduation and earned her CERTIFIED FINANCIAL PLANNER™ certification. Elyse was Vice President and Director of Operations with a large financial planning firm and also worked in investment banking and corporate accounting prior to forming Harbor Financial Group, Inc. in 1988.
Elyse's other interests include alpine and back country skiing, hiking, gardening, photography and serving as an officer on the board of The Golden West Foundation, which supports the vision and mission of Golden West Senior Living. Additionally, Elyse is a member of the Board of Directors at the Humane Society of Boulder Valley. She also enjoys travel, spending time with friends, husband Barrett and two adult children, Barrett, Jr. and Megan.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
BA University of Colorado-Boulder 1977 Political Science with comprehensive studies in Economics
Will provide references upon request?
Further information about Harbor Financial Group, Inc.:
(Size of firm: 0-9 advisors)
Harbor Financial Group, Inc. is an acclaimed independent wealth management firm based in Colorado's Front Range. We have specialized in providing comprehensive financial planning and investment management to individuals, families and small businesses since 1988 from our locations in Boulder and Denver. Our experienced team provides a high level of service and attention rarely seen in the financial world. Our process is deceptively simple: ask the right questions, listen, and design a plan that meets client needs and goals. We believe that building, preserving and managing your wealth should achieve a clearly defined purpose - yours.
We are our clients' professional partner in solving a wide range of financial and personal challenges: wealth generation and growth, retirement planning, education funding, business acquisition and sale, debt counseling, risk analysis and asset transfer strategies. Our dedicated service teams coordinate with clients' other professional advisors to ensure a cohesive plan, which proves beneficial to complex planning, multi-generational needs and legacy planning. Our defined process results in a written plan and quantifiable results. By communicating progress with our clients as the plan is implemented, they gain confidence and peace of mind knowing they are moving forward on their unique path towards a successful financial future. We act as partner and coach, motivating you to stay on track.
In addition to a disciplined process for investment choices for core investments, our experience and access to alternative investments provides an entree to investments designed to provide a real return and alternate exposure to commodities, direct investments in natural gas and real estate as well as private equity opportunities. As a fee-based firm, Harbor makes every effort to avoid the conflicts of interest inherent in today's advisory profession. We are compensated for making investment decisions for the best interest of our clients. Our clients see exactly how we are compensated and the value we bring.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service. We know our clients' goals, desires, values, hobbies and passions. We are committed to long-term relationships. You will hear from us often.
Contact Information for Elyse D. Foster
Phone: (303) 939-8788
Please support us by letting this adviser know you found them through Boomerater
Address for Elyse D. Foster:
1909 26th Street
Boulder, CO, 80302
Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.