Fountain Strategies LLC - Financial Planning and Investment Management

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Think of your financial assets as economic resources — your portfolio is a reservoir of equities (stocks), fixed income (bonds) and cash equivalents (money market funds). Properly managing these resources will enable you to meet your lifetime financial objectives.

You would like to plan for financial security or predictable events like educational expenses, career changes, health challenges and retirement. You also want the ability to handle unforeseen financial challenges when they arise for you and your family. You can meet these goals with a plan that assesses your risk threshold and builds a roadmap of sound financial planning and investment management.

Creating a comprehensive financial plan can be daunting, especially with today’s volatile market. It's difficult to assess the impact your current actions might have on long-term investments. You would like to strategize a plan with expert financial advice, be able to access your portfolio and results at any given time, and receive ongoing guidance to maintain or adjust your plan.

Fountain Strategies provides the knowledge and experience to guide the creation and execution of your financial plan. We will set up your plan using savvy online tools so you can track your portfolio whenever you want. We can establish a long-term planning relationship with regular portfolio reviews to ensure a balance between investment risk and investment reward.

Financial Planning

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.

Investment Management

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.

	The $500 Getting Started Planning Package

	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.

	This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.
		© 2011, Fountain Strategies LLC