Fullerton Financial Planning

Fullerton Financial Planning Fullerton Financial Planning
"Where Retirement Dreams Begin"


Disclosures:
https://www.fullertonfp.com/disclaimer Some media appearances are paid placements.

Stephanie Fullerton is the Co-Founder and President of Fullerton Financial Planning along with her husband Steve. Fullerton Financial Planning is an accredited business of the Better Business Bureau. Also, Fullerton Financial Planning is a certified background-checked member of the National Ethics Association. Steve and Stephanie have developed a culture of excellence among the team at Fullerton F

inancial Planning. Within our office, we have multiple Advisors and various licensed agents who each hold various degrees, designations and licenses. In addition, we have dedicated Servicing, Scheduling and Hospitality teams. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. Sean Hannity and Glenn Beck were remunerated and are not clients. Any media logos are the property of their respective owners and not an endorsement by those owners of Fullerton Financial Planning is stated or implied.

A lot can change in six months.Rising costs. Changing priorities. Unexpected expenses.The question is: is your retiremen...
06/02/2026

A lot can change in six months.

Rising costs. Changing priorities. Unexpected expenses.

The question is: is your retirement plan built to adapt?

🎥 Join Josh Becker and Jacob Adams today at 1:00 PM for FFP Live as they discuss how rising costs may impact retirement income planning and the lifestyle you’ve worked hard to build.

🔗 Link to register is in our bio.

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. 🇺🇸

In observance of Memorial Day, Fullerton Financial Planning and Fullerton Tax Services offices will be closed today.

We wish you a meaningful and peaceful holiday as we reflect with gratitude on the freedoms their sacrifice made possible.

Our offices will resume normal business hours on Tuesday, May 26.

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

This is what retirement lifestyle planning is really about. 🏓Not just preparing for retirement someday — but creating a ...
05/22/2026

This is what retirement lifestyle planning is really about. 🏓

Not just preparing for retirement someday — but creating a life you’re excited to live along the way.

Great people. Great conversations. A little friendly competition. And a community that makes it all even more meaningful.

Thank you to everyone who joined us for our Pickle & Play event at Chicken N Pickle! We loved spending the afternoon with all of you and can’t wait for the next one. ✨

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

This weekend on the Fullerton Financial Show 🎥✨Catch us this Sunday:• KTVK-TV at 5:30 AM• KSAZ-FOX at 9:00 AMAlways a fu...
05/15/2026

This weekend on the Fullerton Financial Show 🎥✨

Catch us this Sunday:
• KTVK-TV at 5:30 AM
• KSAZ-FOX at 9:00 AM

Always a fun time having conversations with about retirement, lifestyle planning, and what it really means to prepare for the next chapter of life. 🙌

Because retirement planning isn’t only about numbers.

It’s about creating flexibility, confidence, and the freedom to enjoy what comes next.

Also… swipe for the Tara + Stephanie moment that definitely deserved its own photo. 🤍

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

“My dream retirement is…” 🤍 One of our favorite parts of what we do is hearing what retirement actually means to the peo...
05/11/2026

“My dream retirement is…” 🤍

One of our favorite parts of what we do is hearing what retirement actually means to the people we serve.

For some, it’s more travel.
For others, it’s more time with family, greater flexibility, new experiences, or finally having the freedom to slow down and enjoy life differently.

At Fullerton Financial Planning, we believe retirement planning is about more than finances.

It’s about building a life you genuinely look forward to.

We’re grateful for every opportunity to walk alongside the incredible people we serve as they plan for the next chapter. ✨

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

There’s something special about seeing our community come together. 🗂️🤍A huge thank you to everyone who joined us for ou...
05/07/2026

There’s something special about seeing our community come together. 🗂️🤍

A huge thank you to everyone who joined us for our recent Community Shred Event!

From protecting sensitive information to reconnecting with familiar faces (and even a few adorable four-legged visitors 🐶), the day was filled with great conversations, community connection, and a whole lot of boxes getting cleared out.

Events like these are a reminder that financial planning goes beyond investments and retirement accounts — it’s also about helping people feel organized, confident, and supported through every stage of life.

We’re grateful to everyone who stopped by and spent part of their day with us. Already looking forward to the next one. ✨

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

This is where the conversations happen. 🎥Not just about markets—but about how everything comes together.Income. Taxes. R...
05/01/2026

This is where the conversations happen. 🎥

Not just about markets—but about how everything comes together.

Income. Taxes. Risk. Long-term planning.

Because retirement isn’t just about having a plan—it’s about understanding how that plan works for you over time.

Watch this Sunday 👇
📺 | 5:30 AM
📺 | 9:00 AM

If something here gets you thinking… that’s a good place to start. ✨

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

04/30/2026

Retirement Myths — Let’s Clear This Up…
Myth #3: “I’ll get to it later.”

It’s easy to put things off—especially when they feel complex.

But getting organized doesn’t have to be overwhelming.

Starting with a simple review—what you have, what’s outdated, what may need attention—can bring more clarity than you might expect.

You don’t have to do everything at once. Just start somewhere.

👉 DM CHECKLIST and we’ll help you take the next step.

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

It’s something we don’t take lightly—the trust people place in us. 🤍Over the past couple of months, we’ve had the opport...
04/27/2026

It’s something we don’t take lightly—the trust people place in us. 🤍

Over the past couple of months, we’ve had the opportunity to welcome some new faces—each with their own story, priorities, and vision for what’s ahead.

Moments like these go beyond getting started. They’re the beginning of a relationship built on understanding, guidance, and walking alongside you through each stage of life.

We’re grateful for the opportunity to walk alongside each person as they plan for what’s next. ✨

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.It’s something we don’t take lightly—the trust people place in us. 🤍

Before anything goes live… there’s a lot that happens behind the scenes. 🎬Every segment starts with a simple goal: make ...
04/24/2026

Before anything goes live… there’s a lot that happens behind the scenes. 🎬

Every segment starts with a simple goal:
make complex topics feel clear, relevant, and worth your time.

Because when it comes to retirement—clarity isn’t optional, it’s essential.

Watch this Sunday 👇
📺 | 5:30 AM
📺 | 9:00 AM
📺 | 9:30 AM

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.

Address

14155 N 83rd Avenue Suite 144
Peoria, AZ
85381

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

https://linktr.ee/FullertonFinancial

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