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.
Our Certified Financial Planner™ and team will not only help you move towards achieving financial independence, but help you better position your assets to expand the Lord’s work.
At Fountain Financial Group, our enthusiasm for sharing this important message overflows into all we do professionally. We partner with organizations such as Kingdom Advisors, National Association of Christian Financial Consultants, and National Christian Foundation to serve the Lord in countless ways.
We would consider it a privilege and a blessing to be given the opportunity to help you create a sound financial plan for yourselves and create an investment portfolio that will help you have a comfortable retirement. And to move you towards being able to bless those close to your heart through tax-wise, strategic charitable giving and estate planning.
Our Guiding Values
We Are A Fiduciary
Not only is this one of our guiding values but as a CFP and CKA, I am also ethically bound to act in the best interests of my clients.
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.