Contact us
Let’s talk about your retirement future.
Whether you’re approaching retirement, already retired, or just starting to think about the next chapter, we’re here to help you build a strategy that works.
Send us a message
Tell us a little about where you are and what you’d like to figure out. We’ll come back to you within one business day.
Get in touch
Office
201 Penn Center Boulevard
Suite 400
Pittsburgh, PA 15235
Phone
Fax
866-575-1026
Office hours
- Monday – Friday
- 9:00 AM – 5:00 PM
- Saturday – Sunday
- Closed
What happens next
- 01
Schedule a discovery call
A friendly conversation to understand your goals, your concerns, and your vision for retirement. No pressure, no pitch.
- 02
Get a clear evaluation
We take a close look at your current financial picture and show you where things are aligned — and where they need attention.
- 03
Receive your custom strategy
If it’s a good fit, we present a personalized plan built to protect your lifestyle, reduce risk, and help your income last.
FAQ
Your retirement questions — answered.
What is Pension Plan 2.0?
Pension Plan 2.0 isn’t a product — it’s a strategy. It’s how we replace your paycheck without relying on guesswork or market timing. We structure your assets to deliver reliable, tax-efficient, protected income for as long as you live.
Is Fontana Financial Services a fiduciary?
Yes. We are fiduciaries, which means we are legally and ethically obligated to act in your best interest. We build retirement income strategies tailored to your needs and goals rather than selling products for commission.
Who is a good fit for your services?
Individuals and couples approaching retirement — or already in it — who want to turn what they have saved into reliable, lasting income. If you want to protect your lifestyle, reduce your tax exposure, and feel confident your money will last as long as you do, you are in the right place. We are a great fit for people ready to shift from saving to strategizing.
How do I get started?
It’s simple, and there’s no pressure. First we schedule a discovery call to understand your goals and concerns. Then we take a close look at your current financial picture and identify where things are aligned and where they need attention. If it’s a good fit, we present a personalized plan built to protect your lifestyle, reduce risk, and help your income last.
Do you manage investments?
Yes. As part of your overall retirement strategy, we offer investment management designed to support your income needs and long-term goals. Unlike advisors who focus only on growth, we manage investments with purpose — to fund your lifestyle, reduce unnecessary risk, and align with a broader income and preservation plan.