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on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.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

Contact Us

Get In Touch

Get Started with Fontana Financial Planning

Preferred Form of Communication