This past weekend was the Berkshire Hathaway annual meeting. In the latest edition of Cup of Bull, Patrick is joined by his mother, Joan Fontana, to discuss their visit to the meeting. Check it out!
Fontana Financial Planning
Financial Services
Dallas, Texas 1,236 followers
Fontana Financial Planning - Simplifying Your Financial Success.
About us
Fontana Financial Planning - Simplifying Your Financial Success. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
- Website
-
http://fontanafinancialplanning.com
External link for Fontana Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Dallas, Texas
- Type
- Partnership
- Founded
- 2020
Locations
-
Primary
Get directions
12240 Inwood Road
Suite 450
Dallas, Texas 75244, US
Employees at Fontana Financial Planning
Updates
-
Latest episode of Finance 101: How Much is Your Cash Costing You? We dive into the opportunity cost of holding too much cash earning no interest. Check it out! https://lnkd.in/gN5k5rmW
How Much is Your Cash Costing You?
https://www.youtube.com/
-
Have you considered the tax treatment of your retirement accounts when inherited by the next generation? In the latest episode of "Cup of Bull" we dive into the 10 year rule and planning moves to consider.
Cup of Bull | Fontana Financial Planning | Wealth Advisors
-
What do fitness and food have to do with personal finance? Director of Planning, Michael Dunham, shares his weight loss story and the principles he used that also apply to good financial habits.
Fitness, Food, and Personal Finance: My Journey with Health and Weight Loss and How it Applies to Your Journey with Money - Fontana Financial Planning
-
Have you considered writing your own obituary? In the latest episode of Cup of Bull, Patrick is joined by his father to discuss the process of writing his obituary, the lessons learned, and the tips he would have for someone else.
Cup of Bull | Fontana Financial Planning | Wealth Advisors
-
Happy Masters Day! Have you heard of the Augusta Rule? Learn more about the tax code that is inspired by #TheMasters.
What is the Augusta Rule?
https://www.youtube.com/
-
It is with great pleasure that we announce that we have received the honor of being named to the 2024 edition of Forbes list of Best-In-State Wealth Advisors. This year's Best-In-State Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states. This distinction is not only exciting and humbling, but also serves as a reminder of what really matters most – our clients. We hope that you'll join us in celebrating this honor. Disclosure: 2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX . Please see https://lnkd.in/gFkaadz for more info.
-
-
Are you familiar with the various behavioral biases that can impact investment decisions? Learn more here:
Behavioral Biases and Other Pitfalls to Beware of - Fontana Financial Planning