Where Retirement Dreams Begin!

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GETTING STARTED

How it Works

DISCOVER

Sit down with us during an introductory meeting so we can get to know what your ideal retirement looks like.

EVALUATE

Using the Fullerton Financial Planning process, we’ll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy.

PLAN

Receive a custom strategy to help you reach your unique retirement goals.

Your Financial Success Starts Here

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Financial Literacy in Retirement

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.

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HERE TO HELP YOU

Feel Confident in Your Financial Future

It’s hard to put a price on the peace of mind afforded by financial security. The licensed 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.

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No-Obligation Event

The peace of mind we intend to deliver is impossible to maintain unless you trust the people managing your investments and facilitating your retirement plan. We want to demonstrate our expertise while educating you on your options, so you feel comfortable enough to give us a chance with your hard-earned assets.

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Meet the Team

Our team’s holistic approach focuses on more than just equities, annuities, real estate and other investment vehicles intended to generate supplemental retirement income. We develop long-term strategies that encompass every component related to financial stability, including estate planning, insurance products, tax planning and charitable giving.

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NEW COMPLIMENTARY DOWNLOAD!

Retirement Toolbox

Are you ready for retirement? You’ve worked too hard to leave your future hanging in the balance. Take control of your retirement, make a plan, and feel confident about your investments and savings. We’ve prepared this FREE downloadable resource, “Retirement Readiness Checklist” to help you determine if you’re truly ready for retirement.