5 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

    • Investing
    • 5.0, 1 Rating

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!

    COVID-19 & the market - with David Bach

    COVID-19 & the market - with David Bach

    David Bach joins the Fullerton Financial Hour to tell the 5 things you can do NOW to eliminate your worry and rebuild your portfolio.Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment...

    • 48 min
    How is your portfolio built?

    How is your portfolio built?

    Retirement starts with a plan. The 2020 stock market crash ended almost a decade of a bull market, and devastated the portfolios of many. Is your income built on assets, or the stock market? If you answered stock market, then maybe it's time to...

    • 49 min
    What are the 3 Stages of Retirement? Part 2

    What are the 3 Stages of Retirement? Part 2

    Let's talk about retirement! There's the go-go years, the slow-go years, and the no-go years. This episode details the slow-go years.

    • 6 min
    What are the 3 Stages of Retirement? Part 3

    What are the 3 Stages of Retirement? Part 3

    Let's talk about retirement! There's the go-go years, slow-go years, and no-go years. Part 3, will be talking about the no-go years.

    • 12 min
    What are the 3 Stages of Retirement? Part 1

    What are the 3 Stages of Retirement? Part 1

    Let's talk about retirement! There's the go-go years, the slow-go years, and the no-go years. We'll be talking about the challenging times, and fun times, of the first stage- The go-go years!

    • 9 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

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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