Retirement Planning

Doesn’t Have to Be Complicated

Whether you’re already retired or just starting to think about retirement, we have the tools and experience to help you work towards your retirement goals.

Right Time Retirement Plan

How much should I save for retirement? Will my money last as long as I need it to?

At Fontana Financial Services, our three-step Right Time Retirement Plan is designed to help address your most pressing retirement questions. No confusing terms or industry jargon, just real answers and honest advice to help you face retirement with the confidence you deserve.

1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Based on what we learn in the Discovery meeting, we’ll examine your current financial situation and determine your retirement income needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

The Right Time is Now

Learn how we can help you work toward the retirement lifestyle you want.

Schedule a meeting with us by calling 412-394-8860 or emailing tony@ffsrvs.com today.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

  • Retirement Income Strategies
  • Wealth Management
  • Annuities
  • Investments
  • IRA/401(k) Rollovers

Preserve

Preserve the assets that can help you live the retirement you’ve always imagined.

  • Asset Preservation Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
  • Medicare

Give

Provide for the people and causes you care about the most.

  • IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning