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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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

Insuring a Home-Based Business

Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

Finding Lost Money

Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

Buying and Selling: Trading Basics

Investors should understand basic terms and types of trades, like bid and ask prices, market order and limit order.

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