# Fullerton Financial Planning

> Independent retirement and financial planning firm serving Arizona families since 2004, with offices in North Scottsdale, Tempe, and Peoria. Investment advisory services are offered through Kingdom Financial Group, LLC, an SEC Registered Investment Adviser; insurance products and services are provided by Fullerton Financial Planning. The firm's flagship offer is a free, no-obligation retirement review.

Key facts: founded 2004; three Valley offices (North Scottsdale, Tempe, Peoria); holistic retirement planning; hosts The Fullerton Financial Hour on KFYI 550AM (Sundays 8–9 AM) and the Fullerton Financial Half-Hour TV show on Phoenix broadcast stations. Phone: 623-974-0300.

## Services

- [Retirement Planning](https://fullertonfp.com/retirement-planning/): Income planning built around lifestyle, taxes, and longevity.
- [Financial Planning](https://fullertonfp.com/financial-planning/): Holistic planning across income, investments, taxes, healthcare, and legacy.
- [Investment Management](https://fullertonfp.com/investment-management/): Portfolio management aligned to retirement income needs.
- [Tax Planning](https://fullertonfp.com/tax-planning/): Withdrawal sequencing, Roth conversions, and RMD planning.
- [Social Security Strategy](https://fullertonfp.com/social-security/): Claiming decisions coordinated with the rest of the income plan.
- [Medicare Planning](https://fullertonfp.com/medicare/): Healthcare coverage decisions in retirement.
- [Estate Planning](https://fullertonfp.com/estate-planning/): Legacy, beneficiary, and family-protection planning.
- [Retirement Annuities](https://fullertonfp.com/annuities/): Insurance products for contractual lifetime income, where suitable.

## Learn

- [Blog](https://fullertonfp.com/blog/): Plain-language articles on retirement income, taxes, Social Security, and Medicare.
- [Media](https://fullertonfp.com/media/): FFP Live replays, The Fullerton Financial Show episodes, and radio broadcasts on demand.
- [Seminars](https://fullertonfp.com/seminars/): Free in-person dinner seminars across the Phoenix Valley.
- [Events](https://fullertonfp.com/events/): Lunch & learns, coffee talks, and community events.

## Firm

- [About](https://fullertonfp.com/about/): History and mission.
- [Meet Our Team](https://fullertonfp.com/team/): Advisors and staff.
- [Contact](https://fullertonfp.com/contact/): Offices, phone, and scheduling.
- [Schedule a Meeting](https://fullertonfp.com/schedule-a-meeting/): Book a free retirement review.

## Legal

- [Disclaimers](https://fullertonfp.com/disclaimers/), [Form CRS](https://fullertonfp.com/form-crs), [Form ADV](https://fullertonfp.com/form-adv): Regulatory disclosures. Nothing on this site constitutes personalized investment, tax, or legal advice; investing involves risk, and past performance does not guarantee future results.