About

With a culmination of the two, Steve and Stephanie Fullerton founded Fullerton Financial Planning in Phoenix, AZ with one common goal: to help clients achieve financial confidence.

Whether you’re planning for or already living in retirement, there’s a lot that goes into solidifying a written retirement plan.

From crafting a budget and managing your money to last a lifetime to creating a goal sheet to identify what you want to focus on, it's crucial to understand the many variables that make up your retirement years.

At Fullerton Financial, we value relationship building with our clients. We want to know about you, your family, your goals, and your dreams. The more we get to know you, the easier it can be to create a plan that accomplishes your ideal retirement.

By taking a holistic approach, we build your retirement plan around these objectives while focusing on addressing the longevity of your accounts.

We create an individualized retirement road map for each and every one of our clients because no two retirements are the same. Having the proper co-pilot sets the trajectory of your destination... Let us help you navigate this exciting journey.