Fountainhead Financial Management, Inc.

"The noblest thing I can do is to become an independent source of creative ideas, products and financial services that add immeasurable value to my clients’ standard of living. " 

-Richard Paul Probst, CFP®  
   
Do you and your family have a "Go-To" financial coordinator who handles all of your financial affairs?
 
What if you could call one person who could collaborate with your investment managers, attorney, CPA or tax preparer as well as your bank, mortgage and insurance companies to make sure all your issues are coordinated?
 
Wouldn’t it be nice to have someone, other than a family member, who is organized and professional to help you address your financial concerns in a very personalized way?
 
With our approach to Family Wealth Management, our clients get exceptional personal service from a highly skilled and experienced professional who essentially acts as their family CFO.
 
If you are thinking of making a change in any of your financial affairs, whether it be retirement or estate planning, your investments or advisors or if you'd just like a second opinion, we invite you to review our Menu of Services. We’d be happy to meet with you to discuss your situation to see if our approach may have some value for you.
 
Richard Probst is licensed to discuss and/or offer financial services and/or investment products with residents of  CA, CT, FL, GA, IL, MI, MN, OH and TN. If you are a resident of any other state, please note that it is a simple and expeditious procedure for Richard Probst to become licensed in your state. Under normal circumstances, this licensing procedure takes only 24 to 48 hours.
 
 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Do You Have Enough Life Insurance?

The differences between term life insurance and permanent life insurance and the advantages of an individual policy.

HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

Birthday Opportunities

Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,651.74 + 0.58
Nasdaq Composite 6,936.58 + 1.17

[ Markets | Charts | Quotes | Portfolio ]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck