Our vision is to simplify life’s financial complexities to provide peace of mind for our customers. The overarching goal is to help every client build financial strategies and services that align with their goals and values. This means getting to know them, educating them about creative strategies to their concerns, and telling them the truth about how to work towards their goals effectively. We believe that if we do what’s right for our clients, we ultimately win too. Our team works tirelessly to help ensure that you don’t lose sleep over financial issues. Leaving those issues in our capable hands allows you to focus on the people you love and care for in your own life.
We believe that financial planning should be done without all the jargon. We want our clients to feel comfortable to share their honest concerns, hopes, and dreams about their financial being. We love to work with everyday, working class people. Our planning process isn’t about trying to wow clients with fancy suits, and complicated investment theories. We believe in the basics of managing your spending behaviors, addressing risk and doing contingency planning to protect your family. Of course, we’ve got the technology and the products to address complicated and high-end planning needs, but we never want the experience of working with our team to feel like anything less than working with a trusted friend.
We are mid-western to the core, so we will shoot straight, provide constructive feedback when needed, but always treat you with respect. Even if we tell you we think changes need to be made. At the end of the day, why pay for advice if the advice isn't honest.
We love to teach. We hate jargon. Through the planning process we aim to educate you on your financial strategy so you have confidence in our approach.
Fountain City Financial doesn't use cookie cutters. No one strategy fits everyone, so your plan will be tailored to your unique needs, goals, and desires.
We utilize E-Money and Money Guide Pro to provide you with high-end planning tools. Better yet, if you so desire, you will have access to the software to explore and customize your plan on your own time.
We know that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a purpose-driven and abundant financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
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