Simplifying Your Financial Success
Learn More
Latest On

THE BLOG

Guide to 529 Distributions

Off to School: Guide to 529 Distributions

For most investors, the 529 account is the most used account type to save and invest for a child’s education.  This type of account provides for tax-deferral on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.

Read More

Our Team Helps You Enjoy Financial Freedom

Planning Areas

Planning Areas

Improving our clients lives through prudent investment counseling.

28 Point Tax Planning Review Checklist

Unlock the secrets to smarter tax planning with our exclusive 28 Point Tax Planning Review Checklist. Discover tailored strategies to maximize your savings and optimize your financial future. Download now and take the first step towards a more secure and prosperous tomorrow.

Get Started with Fontana Financial Planning

Preferred Form of Communication
SiteLock