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.

Maybe you seek a second opinion or just a better way to proceed with your lifetime financial plans and investment arrangements but hesitate due to the long-term nature and expense of a professional commitment. You would like a chance to take a fresh look at your situation which, in and of itself, may be all you need. If that is the case, our Fresh Look service should do what you want.

Simply introduce yourself by emailing or phoning the advisor of your choice, and determine for yourself whether Fresh Look is worth its one-time $750 fee. The next step is to fill in our password-protected online questionnaire. From there, you and your Fountain advisor organize whatever data you choose to share into your secure, online financial planning program.

For three consecutive months, test and perfect your plan and call upon your advisor’s professional planning attention and advice for five hours during those three months. Fresh Look does not include investment management but it does introduce you to our investment strategies. If you decide that Fresh Look is all you need, print out your plan, ask that your online data be erased, and proceed with confidence on your own. If your Fresh Look experience leads you to continue as a Fountain client, we waive the initial fee for starting the long-term client relationship. Contact Us to get started with your Fresh Look.

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 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 about our Investment Management strategy.