Simplifying Your Financial Success
As Featured In
Financial Freedom Shouldn’t Be Complex
Goals
Plan
Portfolio
We Create A Personalized Plan For You
Our Team Helps You Enjoy Financial Freedom
How Can We Help
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
Maximize Your Roth: How to Decide the Right Conversion Amount
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life
Maximize Your Roth: How to Decide the Right Conversion Amount
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life
Videos
