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Fontana Financial Planning

Fontana Financial Planning

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We provide financial planning. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

06/13/2026

Will Social Security still be there when you retire? In this quick breakdown, we explain the future of Social Security, potential benefit changes, and what retirees and future retirees should know.

Learn how upcoming changes could affect your retirement income and what steps you can take to prepare.

☕ Cup of Bull Podcast with Michael Dunham and Patrick Fontana brings straightforward conversations about retirement, investing, and financial planning.

Check out the full episode in the comments below.

06/09/2026

Congratulations to Telissa Davis on 1 year with Fontana Financial Planning!

We're grateful to have Telissa as part of our firm and all she has accomplished this year.

Please join us in congratulating Telissa on her one-year anniversary! 🎉

Fontana Financial Planning | Personalized Wealth Guidance Dallas 05/30/2026

Today, we’re proud to celebrate an important milestone for our partner, Chad Hoener, as he marks his one-year anniversary with our firm.

Over the past year, Chad has made a tremendous impact through his dedication to clients, commitment to excellence, and collaborative leadership.

Congratulations on a great first year and all that is to come!

Onward and upward!

Fontana Financial Planning | Personalized Wealth Guidance Dallas Fontana Financial Planning offers personalized financial strategies in Dallas, TX. We help you plan, invest, and build long-term financial confidence.

05/02/2026

When the stock market drops, emotions run high—but smart investors know that downturns are part of the journey.

In this episode of Cup of Bull, we break down the best behaviors to adopt when the market is down so you can stay disciplined, avoid costly mistakes, and position yourself for long-term success.

Fontana Financial Planning 04/29/2026

Did you know the options for leftover 529 funds were recently expanded and now include the ability to fund a Roth IRA?

Learn more:

529 Plans Expanded Uses Under New Rules

Fontana Financial Planning 32 likes. "529 Plans Expanded Uses Under New Rules"

04/22/2026

For most families, the impact that taxes on retirement accounts can have ends up being much more impactful than estate taxes.

High quality tax planning over different phases of life (married, single, next generation) can make a significant impact on the amount of taxes paid on IRA accounts.

In this episode of Cup of Bull, we discuss for tax considerations that can have a larger impact than estate taxes:

youtube.com/watch?v=JKYuQVxBbWY&feature=youtu.be

How to Fund Healthcare in Retirement Tax-Free Using an HSA 04/18/2026

Did you know you can use your HSA to endow your healthcare in retirement?

We break down how to utilize the HSA in your financial plan here:

How to Fund Healthcare in Retirement Tax-Free Using an HSA In this conversation, Michael Dunham and Patrick Fontana discuss the benefits and strategies of using Health Savings Accounts (HSAs) for tax-free savings and...

04/11/2026

Are you watching ?

In this episode of Cup of Bull we break down the Augusta Rule and how you can rent your home tax free.

Check it out!

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Location

Dallas

Category

Financial planner

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Telephone

+12144001001

Website

Address


12240 Inwood Road, Suite 450
Dallas, TX
75244