Disclaimer

Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment strategies.

Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Adviser. KFG maintains a sub-advisory relationship with AE Wealth Management, LLC (AEWM).

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.

Insurance products and services are provided by Fullerton Financial Planning (FFP). The insurance products offered by FFP are not subject to investment adviser requirements and are not offered through or supervised by KFG.

Any references to protection benefit, safety, security, steady and reliable income, or lifetime income streams on this website refer only to 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.

Tax services are offered through Fullerton Tax Services, LLC (FTS). The tax services offered through FTS are not subject to investment adviser requirements and not offered through or supervised by KFG.

FFP, KFG, and FTS are affiliated entities, with certain principals having ownership in each of these entities.

Any media logos are the property of their respective owners and not an endorsement by those owners of Fullerton Financial Planning (or its affiliates) is stated or implied. Appearances on the media outlets included herein are paid placements.

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. Opinions expressed and material provided are for general information on the subjects covered and should not be considered individualized advice. Please note FFP and KFG do not give legal or tax advice but our affiliate, FTS does give tax advice. You are still encouraged to consult your own financial, tax, or legal professional for information regarding your individual situation.

Certain information and opinions contained on this website have been obtained from third-party sources believed to be reliable, but accuracy and completeness cannot be guaranteed.