Anticipate Your Future Self:
Plan well, Invest Confidently, Rest Easy.
Fountain Strategies LLC is an independent, fee-only firm that offers financial planning and investment management services with equal vigor, to our clients.
FOUNTAIN STRATEGIES LLC
We are four advisors who run our practices from four geographic locations: Carmel Valley, Monterey, San Jose, and Irvine, CA. We are a Registered Investment Advisor subject to supervision and regulation by FINRA, the states of California and Texas, the U.S. Department of Labor and the CFP Board of Standards, Inc. Our firm’s only source of income is from client retainer fees, which means we are independent of insurance companies and brokers, which frees us to suggest strategies that serve the best interests of our clients. Our annual retainer fees range from a $3,000 minimum to $10,000, depending upon the complexity of a client’s situation and a mutual assessment of any particular needs in the relationship.
Each of us is a college graduate and a mature adult with years of experience dealing successfully with most of the challenges families face in this increasingly complex world. Each of us evolved from other businesses to become Certified Financial Planner (CFP®)-licensees and professional advisors who believe in Fountain and its strategies. Our goal is to work with clients who appreciate what we can do for them. Our fulfillment is helping clients put all the necessary pieces together for a workable pattern of financial and personal well-being.
We attract people who want to live well. While our financial planning strategies work well for anyone ready to make changes, our investment strategies make better sense for portfolios of $300,000 or more. We work best with people in their mid-50’s to mid-60’s simply because we have “been there, done that” ourselves.
Manorama Pai, Financial Planner in Irvine, CA
Our fountain logo is a metaphor for living well. It only works when there is a steady flow of water, so we look for strategies to improve and maintain steady flows of income for our clients into each of three basins. The first basin represents cash available to meet current living expenses; the “now” basin. The second basin represents accumulation to meet emergencies and longer term expenses; the “then” basin. The third basin represents long-term accumulation to fund retirement needs, wants, and wishes; the “later” basin. The challenge is to establish a flow that will accumulate in all three basins simultaneously. Our fountain’s general design and strategies last a lifetime, and each client’s fountain is unique.
Doug Roesser, Financial Planner in Monterey, CA
A Few More Words!
Recent Fountain Pens
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