At Fountain City Financial, we take a comprehensive approach to helping individuals and families organize, protect, and plan their financial lives. Our services are designed to support you through different life stages, changing priorities, and long-term goals, with thoughtful guidance and ongoing collaboration.
A comprehensive review of your financial life designed to help organize priorities, clarify goals, and support informed decision-making through every stage of life.
Ongoing investment guidance aligned with your objectives, time horizon, and comfort with risk, with regular reviews as markets and life circumstances change.
Guidance on life insurance, long-term care insurance, and life insurance retirement plans to help address risk management and long-term financial protection.
Support in evaluating education savings strategies, including 529 plans, to help families prepare for future education expenses.
Tax-aware planning approaches that consider investments, retirement income, and charitable strategies to help manage tax exposure over time.
Objective financial insight designed to help individuals understand assets, financial implications, and options during the divorce process.
Thoughtful retirement income strategies that help coordinate income sources and distribution planning to support long-term retirement needs.
Collaborative support to help organize assets, review beneficiary designations, and align financial accounts with estate planning goals.
We offer a range of services, including investment management, retirement planning, and financial advisory, all tailored to meet your financial goals.
To begin, simply reach out through our contact form, and we’ll arrange an initial consultation to discuss your needs and goals.
Our fees vary based on the services you choose and the complexity of your financial situation. We are transparent about our pricing and will discuss this during your consultation.
Absolutely! We specialize in helping clients create effective retirement plans that align with their life goals and financial situations.
Our investment philosophy focuses on long-term strategies, risk management, and personalized solutions to align with your financial goals.
We take security seriously, utilizing industry-standard encryption practices and compliance protocols to safeguard your sensitive information.
Yes, we provide dedicated client support to answer your questions and assist with any concerns you may have throughout your financial journey.
Please bring along any financial documents, such as income statements or investment summaries, to help us better understand your situation.
Yes, our client portal allows you to easily manage your account, view reports, and communicate with us securely online at any time.
If you have further questions, feel free to contact us directly, and we’ll be happy to provide the answers you need.
Our business hours are Monday to Friday, from 9 AM to 5 PM. We look forward to serving you during these times.
You can contact us via our website contact form, give us a call, or email us directly. We’re here to help!
Visit our comprehensive Resource Hub for additional information, resources, and tools to help you.
