Elyse D. Foster

Further information about Elyse D. Foster:

Elyse is the founding principal of Harbor Financial Group, Inc. When creating Harbor, Elyse designed 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.

Elyse earned a Bachelor of Arts in Economics and Political Science at the University of Colorado, and has a background in accounting. She entered the financial planning field in 1982, earning her Certified Financial Planner™ designation in 1984. She was Vice President and Director of Operations with a large financial planning firm and also worked in investment banking prior to forming Harbor Financial Group, Inc. in 1988.

Elyse's other interests include alpine and back country skiing, hiking, gardening, photography, golf and serving on the board of The Golden West Foundation, which supports the the vision and mission of Golden West Senior Living. She also enjoys travel, spending time with friends, husband Barrett and two adult children, Barrett, Jr. and Megan.

Compensation and Fee Structures:

Fee based

Licenses, Certifications & Affiliations:

CFP
Series 7/63/24
Insurance licenses

Education:

BA University of Colorado-Boulder 1977 Political Science with comprehensive studies in Economics

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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 Boulder, Colorado. We have specialized in providing comprehensive financial planning and investment management to individuals, families and small businesses since 1988. Our team offers over 85 years of experience and includes 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: planning for a successful retirement, providing 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.

Year after year, Elyse and Harbor are recognized in numerous publications and Elyse is frequently quoted in publications. Please refer to our website for more information www.harborfinancialgroup.com