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®  
 
 
 Before proceeding further, please be advised that at present Richard Probst is licensed to discuss with and/or offer financial services and/or investment products with residents of  CA, FL, IL, IA, MI, 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.

 

  Do you and your family have a “GO-TO” financial coordinator who handles all your financial affairs?
 
What if you could call one person who could collaborate with your Investment Managers, Attorney, CPA and Tax Preparer, and 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 help you address your financial concerns in a very personalized way?
 
With our approach to Family Wealth Management, our clients get exceptional personal service and 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, we invite you to review our site. I’d like to meet you and discuss your situation to see if our approach may have some value for you.

 

 

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May 24, 2012 @ 02:14 AM

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