Anthony Fontana offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fontana Financial Services is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Anthony Fontana, independent agent.
Pension Plan 2.0, The Better Way to Retire, is an insurance product offered through the insurance business of Fontana Financial Services, LLC. Insurance product guarantees are backed by the issuing carrier’s financial strength and claims-paying ability, not Fontana Financial Services, LLC. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult a qualified professional for guidance before making purchasing decisions. Investing involves risk, including the potential loss of principal.
This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.
Fontana Financial Services, Anthony Fontana, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.