Phone: (623) 974-0300 / info@fullertonfp.com / Location
Are You Financially Independent?
Request a complimentary no-obligation consultation with Stephanie Fullerton today!

We create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

Fullerton Financial Planning works with friends and neighbors throughout Arizona to help them work toward their financial goals through the use of investment and insurance products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With Fullerton Financial Planning, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at info@fullertonfp.com or call us at (623) 974-0300 to schedule a time to discuss your financial situation.



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Stephanie Fullerton

Fullerton Financial Planning was established by Stephanie Fullerton, a native of Delaware, and resident of Phoenix for 37 years. She set out determined to help retirees preserve their nest egg and meet their financial goals for retirement.
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Our Specialities
» Retirement Planning
» Wealth Accumulation
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Medicare
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Giving Back
» The whole Fullerton Financial Planning team is dedicated to helping the needy in our communities and around the world.

Stephanie and Steve Fullerton, along with their staff, focus on helping individuals create retirement strategies using a variety of financial products to custom suit their needs and objectives. Stephanie Fullerton is a licensed insurance professional with Fullerton Financial Planning. Steve Fullerton is an Investment Adviser Representative with Kingdom Financial Group. Insurance products and services offered through Fullerton Financial Planning. Investment Advisory Services offered through Kingdom Financial Group, LLC, an Arizona registered investment advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.