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Financial Planning

Financial Planning

Financial Planning for Your Future

At Fountainhead Wealth, we provide fee-only financial planning to help you navigate the hurdles that come with preserving your wealth for the future. Managing the growth of your money can be exciting, and with our experienced professionals by your side, we can help you make more informed decisions along the way.

Our firm takes a comprehensive approach to financial planning, examining where you are and listening to where you want to go. We explore your current strategies for reducing tax liability, estate planning, and asset growth to help you build and protect your investments.

Diversify Your Opportunities

Diversification is a safe path to protect your wealth. When your assets are spread over a variety of interests, you decrease your risk and increase potential returns. The team at Fountainhead Wealth brings experience and insight to the table as we help you plan to allocate your funds into different stocks, bonds, or other assets.

Planning Your Estate

When you have worked so hard to build your finances, it is equally important to safeguard them for your loved ones. Estate planning helps to transfer your assets, cash, and investments to the people and charities of your choice, not your state’s.

We assist you with essential estate planning components that include:

  • Will – Creating and updating your final wishes as you see fit
  • Trusts – Setting guidelines and protecting wealth disbursements per your instructions
  • Charitable Donations – Make contribution plans for your favorite causes
  • Private Foundations – Designate funds to your charitable organization

Our goal is to facilitate and protect your finances through the years, for you and those closest to you. An estate plan can also include instructions for your care if you are disabled, insurance policies for close family members, and methods to minimize court costs, taxes, and legal fees.

Retirement Planning Services

Saving money can be a difficult task without a strategic plan. How do you know when to start, how much to put aside, and where you should put it? Fountainhead Wealth helps clients just like you develop a retirement plan that provides answers to your uncertainties.

We want to help you realize your retirement dream, so we start by getting to know you:

  • What kind of lifestyle do you want for your retirement years?
  • What is your current financial situation?
  • How flexible is your budget?
  • What are your career goals?

We use this information and more to help you build a retirement plan to reach your goals. Whether you are already in retirement or approaching the transition, we can help you prioritize your choices.

Customized Retirement Solutions

Once we have completed your detailed consultation and better understand you, your financial situation, and your retirement goals, we explore your options such as a 401(k), IRA, and Roth IRA. Our goal is to have you fully benefit from your selections each year.

We also look at your assets, prior investments, insurance policies, and other estate matters and consider consolidation or additional contributions to maximize their potential.

We help develop money-saving skills that keep you in good financial standing throughout retirement. The most important of these skills is budgeting. Your current expenses are evaluated, then we help you determine how much you are likely to spend in the future and find the balance that will help you live the way you want. Our tools and expertise can help you understand how to make your budget more practical and effectively boost your retirement plan.

We Put You First

Our comprehensive retirement planning services are designed to help you learn more about yourself, where you want to go, and how you want to get there. We take the time to educate you about the steps you can take to make your retirement goals a reality. At Fountainhead Wealth, we use our experience and first-hand knowledge to help you build your future.