Family Financial Management

Family Wealth Management















Fountainhead Financial Management, Inc., and Richard Probst, CFP® are committed to building great relationships with clients in order to assist them with four basic objectives related to their financial well being:

  • Create & Grow Wealth
  • Protect & Preserve Wealth
  • Manage the Distribution of Wealth During the Client's Lifetime
  • Manage the Distribution of Wealth after the Client's Death

Our goal is to help our clients to accomplish these four objectives, in the most tax advantaged way possible, keeping in mind each client's unique attitudes and values. To this end, we have created a disciplined process to ensure that we can deliver ongoing value to our clients in each of the four areas.

13 Fundamental Family Financial Management Issues

As our client's primary trusted advisor, we constantly monitor 13 critical issues important to their financial well-being and the proper management of their wealth.  Because each Wealth Management Issue ties into another, our process ensures that what we do to assist a client in one area is closely coordinated and designed to work optimally with what is happening in the other areas throughout every phase of a client's life.

 1)  Investments

 2)  Insurance

 3)  Banking, Credit, Loans & Liabilities

 4)  Retirement Plans & IRAs

 5)  Employee Stock Options

 6)  Business Succession

 7)  Incapacity Plan / Powers of Attorney

 8)  Gifting Plan to Family during Lifetime

 9)  Gifting to 501(c)(3) Charities

10) Titling and Property / Asset Ownership

11) Executors / Successor Trustee

12) Disposition to Family / Transition to Descendents

13) Disposition to Charity / Legacy Plan

Many people attempt to manage each of these issues individually either by themselves or with several different advisors. We find that clients without on "Go To" advisor sometimes take unnecessary risks or make costly mistakes due to a lack of coordination in their financial management. By working with Fountainhead Financial and Richard Paul Probst, CFP®, our clients receive a plan based on their current situation, values and goals which is measurable, consistent and monitored on an ongoing basis.