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Sit down with us during an introductory meeting so we can get to know what your ideal retirement looks like. Using the Fullerton Financial Planning process, we'll examine your current financial situation, analyze your risk, identify opportunities and formulate a long-term strategy. It's hard to put a price on the peace of mind afforded by financial security.
The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning have decades of combined experience helping people find answers to difficult financial questions. Our goal is to help you attain that peace of mind with well-thought-out strategies that combine an array of investment and insurance products with comprehensive planning.
The certified fiduciaries and experienced investment advisors at Fullerton Financial Planning have decades of combined experience helping people find answers to difficult financial questions. Our goal is to help you attain that peace of mind with well-thought-out strategies that combine an array of investment and insurance products with comprehensive planning.
Services
When Steve and Stephanie founded Fullerton Financial Planning in 2007, the word "community" was one of the integral pieces in the inner workings of the foundation of their business. Giving back to the "Kingdom: was second, hence Fullerton Financial Planning created Kingdom Financial, a Registered Investment Advisor."
Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.
Our financial planners listen to you, develop an understanding of your goals and help map out a path to get you there. We work to optimize your savings to promote growth and develop an investment strategy that balances gains against your risk aversion.
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.
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.
Are you a Millennial that wants to eventually retire early but first need to establish and fund a 529 college savings account to help your kids pay for college? Are you a Gen Xer who's ready to start adjusting your investments and risk profile for that home stretch towards retirement? Are you a Baby Boomer that wants to make sure you can live comfortably, cover health care costs and be financially prepared if assisted living becomes necessary?
Every client we work with is unique. We've managed investments for Millennials who are in the process of buying their first home, having their first child and beginning to think about retirement and estate planning. We've also helped Baby Boomers who are on the threshold of retirement but have neglected any type of planning or retirement savings and are feeling hopeless about their future.
Reviews (12)
Rachelle B.
Sep 16, 2021
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I am so happy that we found Fullerton Financial! We have had two previous financial planners. In both situations, I felt that I had to do all the "advise and research" part of the relationship. Since joining Fullerton Financial approximately 9 years ago, we have seen profits every year. All the while, staying within our acceptable risk area.
It is such a relief to find honest and sincere fiduciaries. I can relax and trust that I no longer have to worry about finding the best wealth protection and growth for us.
The entire office staff is warm, welcoming and so helpful. Our physical
It is such a relief to find honest and sincere fiduciaries. I can relax and trust that I no longer have to worry about finding the best wealth protection and growth for us.
The entire office staff is warm, welcoming and so helpful. Our physical
Ken L.
Jul 29, 2021
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Luchia Y.
Feb 10, 2021
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Very, very disappointed. Last time I showed for a meeting the advisor I started with didn't see me. I have no idea if he is gone or what. Was not told anything just another advisor showed for the meeting. The new advisor reminded me of a timid, wounded puppy. If I'd stayed away from Fullerton I'd have been so very much ahead and instead have lost thousands and thousands over a year's time. In fact, I lost thousands the first three weeks waiting for transfers. I guess I'm paying for the big beautiful building on the Lake and all the advertisement because I've sure
Jo Ann W.
Dec 11, 2020
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Gary L.
Mar 02, 2020
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My father purchased a 100,000 annuity after a free lunch. He Attempted to cash it in after two years and was told the surrender value would be huge. When he died 4 years after policy was in force there was no capital appreciation or dividends received on the annuity. I am a CPA and could not understand terms of annuity. Fullerton financial was very unhelpful, Fidelity Guaranty and Life was even worse.
Charlie G.
Oct 24, 2019
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Whitney A.
Jun 14, 2019
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I worked part-time at Fullerton Financial Planning throughout 2017 and 2018. The atmosphere in the Fullerton's office is inviting, the staff works as a team, and as a family that I was proud to be apart of! Their care for clients is absolutely top-notch! Though hospitality and appreciation is not only shown greatly to the clients but to the whole team as well! I had a baby this last year so I am not currently working in Steve and Stephanie's office but I hope that in another season I'll be able to join the team again!
Kimberly T.
Feb 09, 2019
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I had such an amazing experience with Fullerton Financial! It is evident that their entire team is concerned for not only my financial health but also my physical and emotional well-being!
It's never easy to trust someone else with your finances but because Steve and Stephanie were of the utmost integrity and they have my interest in mind first and foremost-this decision was easy!
Thanks for your professionalism, friendly smiles, and welcoming attitude! Your group is appreciated and the best in the state!
It's never easy to trust someone else with your finances but because Steve and Stephanie were of the utmost integrity and they have my interest in mind first and foremost-this decision was easy!
Thanks for your professionalism, friendly smiles, and welcoming attitude! Your group is appreciated and the best in the state!
Vicki L.
Oct 25, 2018
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Steven W.
May 27, 2018
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Fullerton Financial Planning is an excellent company to partner with as you plan for your retirement. There is a great deal of time that Stephanie and Steve Fullerton and their team members place into identifying the proper approach to help you reach your retirement dreams. I have been a client for some time now, and I always appreciate how courteous and professional the team is at Fullerton Financial Planning. If you want to work with a team that operates in integrity and looks out for your best interest, then Fullerton Financial Planning is your company.
Stephanie J.
May 09, 2017
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Do yourself a favor and find a Certified Financial Planner! I had my meeting and cookies, declined the roses. She was not willing to work with me until I retired. Well, my goal was planning for retirement and I had over 500,000 in retirement accounts. Guess you need to be in another tax bracket. Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy. Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not. She did not take the time to
Xanthi W.
Apr 19, 2012
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If you are thinking about working with this company and don't have "at least $200,000.00" don't waste your time. I just met with a woman and she literally said that to me. I am sure that there are better places out there that will actually work with hard working individuals and assist them in building a retirement plan.