Aggregate Wealth Strategies
Chuck Foster
Financial Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
Personal
Originally from Ohio and since 1974 in the Chicagoland area. In August of 2022, I went to Cedar Rapids, IA, to assist my business partner and daughter, Liz Foster.
I am married to Wanda and have four children and five grandchildren.
Honorable Discharge US Army
Sargent First Class
I am heavily involved with MUSIC! My 1st love is French Horn, and I play in two orchestras.
Professional
I spent 15 years in the Software Industry capped by a position as International Director of Sales and Marketing.(Yes, lots of Frequent Flyer miles!) I wanted more independence and long-term relationships with individuals. I have found both with the Northwestern Mutual Financial Network.
Years of Experience
Representing Northwestern Mutual since 1988.
Education
Toledo, U of - Other (Bachelor of Science)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Insurance Protection Strategies
Life Insurance Strategies
Education Planning & Funding
Disability Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
