Our Services: How Can We Help You?
OUR SERVICES – Our team of seasoned financial professionals can help you address a comprehensive range of services. We partner with you to develop a tailored strategy for your individual needs, which may include investment advice, retirement planning, estate planning and college planning. At Fountain Financial Advisors, and over the past twenty-four years, we have learned that each individual comes with different circumstances and objectives. We understand the importance of providing flexibility when it comes to solutions, strategies and financial tools that are made available to you.
FINANCIAL PLANNING – The process is to determine where you are now, where you want to go, and developing a road-map that enables you to get there. This is a lifelong journey, so our role is ongoing – we expect your life to change and we will continually monitor your progress and revise your plan as needed. Our services are based on the Certified Financial Planner Board of Standards. It consists of the six financial planning steps, found here.
RETIREMENT ASSESSMENT - Take control of your financial future and assess whether you are on track to a successful retirement. We will help you with your retirement investing, as well as distribution strategies. Take a few moments to answer some simple questions for a snapshot of your retirement outlook, click here.
COLLEGE PLANNING - Times have certainly changed over the years and the cost of college has outpaced inflation, and student debt is rising at an alarming rate. The problem is, college funding is complicated and it has its own language. Our firm has resources and experience in this specilized field of college planning, so we can consults on the best ways to reduce the high cost of college and pay for it as wisely as possible through financial aid, tax strategies and each family’s personal resources. It's not just saving for college, it's about saving on the cost of college, and the strategy that's best for your family. Click here for our college planning blog.
INVESTMENT MANAGEMENT - One of the most important responsibilities is helping to educate you with the principles of investing, as well as providing guidance through the various investment strategies and decisions. We utilize a process which provides a disciplined approach to help you remain focused on your long-term goals. Your involvement and understanding begins with the Financial Analysis and continues throughout the process. Click here for Our Six Step Process.