4 episodes

Find Freedom in Retirement! Fullerton Financial focuses on strategic income planning, to help our clients achieve their retirement dreams. Without income, there is no retirement. Let us map out your retirement and diversify your portfolio to help you create a retirement plan catered to you!Give us a call at (623) 974-0300 to schedule a complimentary consultation!

Fullerton Financial Hour Fullerton Financial

    • Business
    • 3.5 • 2 Ratings

Find Freedom in Retirement! Fullerton Financial focuses on strategic income planning, to help our clients achieve their retirement dreams. Without income, there is no retirement. Let us map out your retirement and diversify your portfolio to help you create a retirement plan catered to you!Give us a call at (623) 974-0300 to schedule a complimentary consultation!

    Respect Your Elders, Honor Their Legacy

    Respect Your Elders, Honor Their Legacy

    When you were growing up, did you ever have a hard time respecting an elder’s strict rules?  Whether it was an aunt, uncle or grandparent, we all had one of those. But we should respect our elders’ wishes and honor the legacy they leave behind.

    • 41 min
    Control Your Money By Planning Ahead for Taxes

    Control Your Money By Planning Ahead for Taxes

    The forms. The deadlines. The mad scramble to find all the documents you need. That’s right … it’s tax season. Did you know the IRS sends out over 8 BILLION pages in forms and instructions every year to help people get their taxes filed? It’s a busy...

    • 44 min
    The Client Experience

    The Client Experience

    A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do...

    • 46 min
    2021 New Year’s Resolutions

    2021 New Year’s Resolutions

    Resolutions are easy to make and even easier to break. Whether you’re ready to start 2021 off with a bang or you’re still reeling from everything that 2020 brought us, it’s time to look ahead and think about practical goals for the new year.

    • 56 min

Customer Reviews

3.5 out of 5
2 Ratings

2 Ratings

Localcyclist ,

Exceptional Financial Planners

I highly recommend Fullerton Financial. Stephanie and Steve’s team are very ethical and professional in working out and pulling through your retirement plan. They are very competent in developing a specific plan that fits your risk level and needs. I appreciate the communication during the plan development phase and the ongoing meetings to keep in touch on developments that may require changes in the retirement plan. Again, I highly recommend Fullerton Financial.

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