Sit down with us during an introductory meeting so we can get to know what your ideal retirement looks like. Using the Fullerton Financial Planning process, we'll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy. It's hard to put a price on the peace of mind afforded by financial security.
The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning have decades of combined experience helping people find answers to difficult financial questions. Our goal is to help you attain that peace of mind with well-thought-out strategies that combine an array of investment and insurance products with comprehensive planning.
The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning have decades of combined experience helping people find answers to difficult financial questions. Our goal is to help you attain that peace of mind with well-thought-out strategies that combine an array of investment and insurance products with comprehensive planning.
Services
About
Report
When Steve and Stephanie founded Fullerton Financial Planning in 2007, the word "community" was one of the integral pieces in the inner workings of the foundation of their business. Giving back to the "Kingdom: was second, hence Fullerton Financial Planning created Kingdom Financial, a Registered Investment Advisor."
Meet the Team
Report
Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.
Services
Report
Our financial planners listen to you, develop an understanding of your goals and help map out a path to get you there. We work to optimize your savings to promote growth and develop an investment strategy that balances gains against your risk aversion.
There's no financial version of Google Maps that lets you set a starting point of "today" and a destination of "retirement beach condo" that will give you a point-by-point roadmap of which turns to take to get to that ultimate goal.
There's no financial version of Google Maps that lets you set a starting point of "today" and a destination of "retirement beach condo" that will give you a point-by-point roadmap of which turns to take to get to that ultimate goal.
Financial Planning
Report
Are you a Millennial that wants to eventually retire early but first need to establish and fund a 529 college savings account to help your kids pay for college? Are you a Gen Xer who's ready to start adjusting your investments and risk profile for that home stretch towards retirement? Are you a Baby Boomer that wants to make sure you can live comfortably, cover health care costs and be financially prepared if assisted living becomes necessary?
Investment Management
Report
Every client we work with is unique. We've managed investments for Millennials who are in the process of buying their first home, having their first child and beginning to think about retirement and estate planning. We've also helped Baby Boomers who are on the threshold of retirement but have neglected any type of planning or retirement savings and are feeling hopeless about their future.
Reviews
Be the first to review Fullerton Financial Planning.
Write a Review
