Retirement Planning

Retirement Planning

RETIREMENT PLANNING SERVICES IN PHOENIX, ARIZONA

Our Retirement Planning Process

We work to optimize your savings to promote growth and develop an investment strategy that balances gains against your risk aversion. The licensed advisors at Fullerton Financial Planning in Phoenix will:

LEARN

Get to know you and what you value in life

PLAN

Develop a strategy that balances wealth creation with risk mitigation

DEVELOP

Evaluate your current position and build a financial plan

Retirement Planning Services We Offer Include:

The average retirement in the United States costs $700,000, a sum that dwarfs the $278,000 a typical family spends on a home, the $245,000 they spend to raise a child and the $85,000 it costs to send that child to college. There’s no guarantee that your retirement costs won’t exceed that figure. Improvements in health care have significantly extended lifespans. That life prolonging care is becoming more expensive each year. You or your spouse may eventually need to move into an assisted living facility, which costs an average $48,000 a year.

Phoenix Estate Planning Included

Estate structure goes hand in hand with a core tenant of retirement planning: legacy. That’s why we’ve incorporated estate planning professionals into our team. Many parents want to pass the fruits of a productive life on to their children and grandchildren. The government has other plans for your money, but you don’t necessarily have to hand it all over once you pass away.


The first priority of retirement planning is always to ensure you have the income you need to maintain your quality of life and receive the medical care and assistance you need to remain healthy and happy. The second priority is ensuring as much of your estate as possible goes to the people and entities you designate. We’re committed to helping Phoenix achieve your goals in both parts of that equation.



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