Simplifying Your Financial Success

Our Process Our Team

Financial Freedom Shouldn’t Be Complex

We simplify financial planning by breaking it down into 3 simple stages.

Goals

Plan

Portfolio

We Create A Personalized Plan For You

Our Team Helps You Enjoy Financial Freedom

How Can We Help

At Fontana Financial Planning, we provide personalized, comprehensive guidance to help you secure and grow your wealth. Whether you’re planning for retirement, managing taxes, or shaping your legacy, our expertise in financial, tax, charitable, estate, and retirement planning empowers you to achieve your goals with confidence and clarity.

The Fontana Financial Difference

“Fontana Financial Planning has given us
confidence and clarity in managing our
financial future. Their team truly listened to
our needs and offered guidance tailored to our goals. We feel secure knowing our
finances are in expert hands.” – Greg A.

“Patrick and Michael made navigating our finances so much easier. Their personalized approach gave us peace of mind and confidence in our future.” – Susan N.

“Working with Fontana has been a reassuring experience. Their expertise and guidance have helped us feel secure about our financial plans.” – Edward U.

The Latest Financial Insights

We are your go-to resource for expert perspective on financial planning, retirement strategies, and smart investing.

We’ll we break down complex financial topics and provide practical guidance to help you make informed decisions.

How High Earners Can Sneak Money Into a Roth IRA (Legally, Of Course)

March 27, 2025

If you’ve ever felt left out of the Roth IRA party because you make “too much money,” I have good news. It’s called a Backdoor Roth IRA, and it’s one of the ways for high-income earners to build tax-free retirement income. And before you ask—yes, it’s legal, and no, you

Off to School: Guide to 529 Distributions

August 16, 2024

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on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.