At Fountain Financial Group, we believe that our wealth can have a big impact on the Kingdom. So, our planning process is different.

Imagine having a wholistic financial partner that can come alongside you to focus on all aspects of financial planning like Tax Strategies, Estate Planning, and Asset Management, while ensuring that you can bless your family, church, and charities during your lifetime and as a lasting legacy.

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Services

 

Estate Planning

Are you certain that when you are called home that your hard earned assets will be passed on to your loved ones? Our firm is knowledgeable in basic and complex Estate Planning strategies; with a goal of allowing you to transfer your estate efficiently and cost effectively.
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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Our Mission

At Fountain Financial Group, our mission is to help our clients grow and preserve their hard-earned wealth and to help them make impactful and meaningful financial decisions.

Our Process

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Our Team’s Difference

Meaningful: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to provide advice that is transparent, informative, and solution-focused.

Engaged: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you reach your financial goals.

Driven: Our team’s range of skills, education, and knowledge empowers us to offer you the information you need to make informed financial decisions.

Meet Our Team

Our Team

Prepare Today, Prosper Tomorrow.

We can help you create a sound financial plan for yourselves and to enable you to bless those close to your heart.

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Recent Blogs

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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.