David Fontaine, CFP®

Estate Planning Complimentary Review

Fontaine Retirement Group Office | 5730 SW 74th St Suite 800, South Miami, FL 33143

This initial meeting is designed to review your current estate planning documents (if you have them) or discuss getting started. We’ll talk through your goals, family considerations, and next steps to make sure everything is aligned.

1 hour
David Fontaine, CFP®

Estate Planning Complimentary Review

This initial meeting is designed to review your current estate planning documents (if you have them) or discuss getting started. We’ll talk through your goals, family considerations, and next steps to make sure everything is aligned.

1 hour

Fontaine Retirement Group Office | 5730 SW 74th St Suite 800, South Miami, FL 33143