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.
 
 

 

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Required Minimum Distributions

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

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The potential economic impact of Hurricanes Harvey and Irma on a local and national level.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

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