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.
Based on what we learn in the Discovery meeting, we’ll examine your current financial situation and determine your retirement income needs.
Receive a custom strategy designed to help you reach your unique retirement goals.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Preserve the assets that can help you live the retirement you’ve always imagined.
Asset Preservation Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
Insurance products are offered through the insurance business Fontana Financial Services, LLC. Fontana Financial Services, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Fontana Financial Services, LLC are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.
We can also refer you to professionals who provide the following services: