Fontana Financial Planning

Services Offered

• Tax Planning
• Charitable Planning
• Estate Planning
• Retirement Planning

About

Fontana Financial Planning is a financial planning firm located in Dallas, Texas, led by Certified Financial Planners Patrick Fontana and Michael Dunham. The firm specializes in tax, charitable, estate, and retirement planning, offering tailored strategies to meet the unique needs of each client. Their approach is structured into three clear stages: Goals, Plan, and Portfolio, ensuring a straightforward path for clients' financial journeys. Fontana Financial Planning serves a diverse clientele across the nation, providing personalized financial management supported by advanced technology from Raymond James.

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