Services

FINANCIAL PLANNING SERVICES IN PHOENIX, AZ

Helping Phoenix, Arizona Families Plan for What’s Next

PLANNING

Our financial planners listen to you, develop an understanding of your goals and help map out a path to get you there.

INVESTMENTS

We develop strategies that grow your assets, protect them for the long haul and eventually pass those assets down to your loved ones

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RETIREMENT

We work to optimize your savings to promote growth and develop an investment strategy that balances gains against your risk aversion.

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Lighting the Way to Your Financial Destination

There’s no financial version of Google Maps that lets you set a starting point of “today” and a destination of “retirement beach condo” that will give you a point-by-point roadmap of which turns to take to get to that ultimate goal.

No one has a crystal ball that will tell you exactly how much to save, how much you should invest in equities, how much you should put into annuities, how much you should hedge in precious metals and when you should start taking Social Security benefits.

These uncertainties aren’t unique to Phoenix-area workers nearing retirement. Younger people are often unsure of how much they should be putting into their 401(k), whether they should open a 529 college savings account for their infant or how much risk they should take on when investing.

GROW, PRESERVE, GIVE

Planning for Your Future

The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning in Phoenix and Tempe have decades of combined experience helping people find answers to difficult financial questions. We offer a suite of services intended to help you sleep better at night knowing you have a roadmap to follow and a knowledgeable, highly trained copilot directing your way.