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Client Centered

Where Old Fashioned Values Meet Modern Day Planning

At Fontaine Retirement Group, you aren’t just another number on a spreadsheet. You are an individual with unique concerns and specific goals. We honor that fact with retirement and investment plans that are customized to you, and you alone. Your goals. Your dreams. Your family. What matters to you, matters to us.

Our Process

Your plan is crafted just for you through our holistic and intuitive process.

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How We Help

We’ve been providing independent retirement strategies to families, individuals, and businesses since 2002.

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Our Values

Honesty, respect, and integrity. As an independent firm, our values are the very foundation of our firm. 

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Our Resources

Discover important information and helpful resources that will assist you in your journey toward retirement.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

About David Fontaine

David Fontaine, CFP, is the Founder of Fontaine Retirement Group. He is responsible for designing financial strategies for his clients and creating essential processes for the operational side of the firm. His specialties include tax planning, estate planning, retirement, investments, Social Security, Medicare, and insurance protection planning.

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