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The life stages we experience include employment, home ownership, marriage, divorce, parenting, elder care, retirement and, inevitably, death. Managing your financial resources helps you achieve different goals related to these life stages: Cash Flow Control, Wealth Accumulation, Risk Management, Retirement activities, and Estate Transfer considerations.
Fountain Strategies begins by examining your current financial situation. We then work with you to develop a detailed roadmap of financial goals and enable you to track their progress with online tools. Learn more about our Financial Planning strategy. |
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Investment management strategically directs a client’s portfolio of long-term investments such as assets and securities. The plan is designed to achieve investor goals balanced against an assessed risk threshold.
Fountain Strategies offers a three-pronged approach: Buy and Hold, Diversify Across Several Asset Classes, and Rebalance Your Portfolio. We manage your portfolio to operate within allocation targets and provide the tools for you to track asset performance. We have regular portfolio reviews with our clients which is key to successful long-term investment management. Learn more about our Investment Management strategy. |
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We provide our sharpest interactive financial planning tool for a one-time fee of $500. You get a complete and online financial plan to use for a full year. After you fill in the Client Questionnaire, we set up the plan and show you how it works. This package includes five hours of our time for data entry, navigation instructions and planning suggestions. Afterwards, you're welcome to engage Fountain Strategies on a long-term planning relationship. Contact Us to learn about our Getting Started Planning Package. |
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