We develop customized, adaptable plans using a proven process and collaborative technology. Our distinctive approach is guided by your particular goals and position, not sales quotas, emotions or guesswork. Fullen Financial Group was established in 2004 by Milt Fullen, who wanted to form a truly independent wealth management firm.
Milt's goal was to provide objective financial advice without the distractions of company quotas or proprietary products. This provides the freedom necessary to develop personal solutions based on each individual's circumstances, and to apply independent methods and strategies to achieve your financial goals.
Milt's goal was to provide objective financial advice without the distractions of company quotas or proprietary products. This provides the freedom necessary to develop personal solutions based on each individual's circumstances, and to apply independent methods and strategies to achieve your financial goals.
Services
Fullen Financial Group was founded in 2004 by Milt Fullen, a Certified Public Accountant with significant experience in the insurance and employee benefits industry. Combining his industry expertise with the high professional standards of the CPA profession, Milt successfully grew his business by offering independent, unbiased advice and always putting his clients' interests first.
We develop customized, adaptable plans using a proven process and collaborative technology. Our distinctive approach is guided by the evidence, not sales quotas, emotions or guesswork. Our proven planning process begins with a review of relevant documents and a discussion of your current financial situation.
Our end-to-end financial planning is focused on moving your goals from the drawing board into reality. A financial plan brings understanding and order to all the financial components of your life. Our planning portal makes it easy to share updates and adapt to the inevitable changes in life. We will build a recommended plan for you, which you can supplement with your own "what-if" scenarios.
We have decades of financial experience and know how to navigate the market's ups and downs. Asset allocation strategies and broadly diversified funds that reflect your goals, time horizon and tolerance for risk. We help you resist emotional, knee-jerk reactions to the market and keep your long-term goals in perspective.
Not surprisingly, taxes play a large role in just about everything we do. Unlike many traditional brokers, who downplay or ignore important tax issues, we embrace them. As CPAs, we know the value that comes with sound tax planning, and we have developed significant expertise in the complexities of retirement planning and investment management.
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