David Foster, CFP®, RICP®, CAP®
Retirement Income and Tax Planning | Minimize Taxes | Maximize Life
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Serving Clients Nationwide
Retirement Income and Tax Planning | Minimize Taxes | Maximize Life
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About David Foster, CFP®, RICP®, CAP®
Hi! I’m David Foster, the founder of Gateway Wealth Management, LLC.I was born and raised in Quincy, IL, but I’ve been living in St. Louis ever since 2004 when I came down here to attend Saint Louis University. That’s where I met my wife, Aimee. We have been married since 2011, and we have three kids, Daniel, Henry, and Ella.
I spend most of my free time hanging out with my family, but when I do get a little time for myself, I like to spend it playing baseball (yes, actual baseball, not softball), taking long walks through the woods, and teaching myself to play the drums.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Advisor in Philanthropy (CAP)
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
1034 S. Brentwood Blvd. Ste 1603, Saint Louis, MO 63117
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Schedule A Call' button above to get in touch. Send us a note or schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Gateway Wealth Management, LLC
At Gateway Wealth Management, we have the ability to make the greatest impact for people who are within 5 years of retirement to 5 years post retirement. That 10 year window is crucial for establishing and executing a plan designed to minimize your tax bill and allow you to live your best life, whatever that means to you. The earlier we begin working with a client in that window, the better.Here are some examples of the questions we help clients answer:
▪️ When can I retire?
▪️ When should I claim Social Security benefits?
▪️ How much can I spend each month?
▪️ How can I minimize my tax bill?
▪️ Should I take a lump sum pension payment or monthly income?
▪️ Do I need a trust, or is a will sufficient?
▪️ What other estate planning documents should I have?
▪️ Should I change my investment mix as I age?
▪️ How can I avoid the Medicare IRMAA surcharge?
If you're struggling with these questions, please reach out by clicking the 'Book Intro Call' button above to schedule some time to chat.
Education
Saint Louis University
Hobbies and Interests
- Baseball
- Basketball
- Camping
- Exercising
- Family
- Hiking
- Music
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Gen X
- Living in Retirement
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