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.

Short-term markets. Long-term goals.Market movements are a normal part of investing. But when it comes to retirement pla...
06/23/2026

Short-term markets. Long-term goals.

Market movements are a normal part of investing. But when it comes to retirement planning, it’s often the long-term strategy—not the latest headline—that matters most.

A mid-year review can be a valuable opportunity to ask:
• Does my current investment strategy still align with my retirement goals?
• Am I comfortable with my current level of risk?
• Does my retirement income strategy still support the lifestyle I want?
• Has anything changed that may warrant an adjustment to my plan?

Retirement planning isn’t about reacting to every market movement.

It’s about staying focused on your long-term goals while reviewing your strategy as life evolves.

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 takes more than cameras to bring a television show to life.Behind every episode of the Fullerton Financial Show is ...
06/19/2026

🎥 It takes more than cameras to bring a television show to life.

Behind every episode of the Fullerton Financial Show is a talented team working together to make retirement planning conversations engaging, educational, and easy to understand.

A special thank you to and everyone behind the scenes who helps make it happen each week.

📺 Catch our newest episode this Sunday:

• KTVK-TV — 5:30 AM
• KPHO-CBS — 9:30 AM

We hope you'll tune in!

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.

06/18/2026

One of the most overlooked parts of retirement planning?

Beneficiary designations.

A mid-year review can be a valuable opportunity to revisit:
• Beneficiary designations
• Trust and estate documents
• Healthcare directives
• Powers of attorney
• Family communication plans

Estate planning isn’t only about documents.

It’s about helping ensure the people, priorities, and legacy you care about most remain protected and clearly communicated over time.

❓ When was the last time you reviewed your beneficiaries?

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.

Retirement may last longer than you expect. ⏳For many retirees, one of the biggest planning challenges isn’t getting to ...
06/16/2026

Retirement may last longer than you expect. ⏳

For many retirees, one of the biggest planning challenges isn’t getting to retirement—it’s creating a strategy designed to support the years that follow.

Questions worth evaluating may include:
• Does my current income strategy still support my goals?
• How could inflation impact future spending?
• Am I prepared for rising healthcare expenses?
• How might market volatility affect my plan?
• Is my strategy designed to adapt if retirement lasts longer than anticipated?

Retirement planning isn’t about predicting the future.

It’s about building a strategy that can adapt as life changes.

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.

📸 What you don't see between takes...A lot of laughter, a few selfies, and an incredible team working behind the scenes....
06/12/2026

📸 What you don't see between takes...

A lot of laughter, a few selfies, and an incredible team working behind the scenes.

We're excited for another episode of the Fullerton Financial Show this weekend as we continue conversations around retirement income, tax planning, healthcare considerations, market volatility, and the financial decisions that can impact retirement.

Helping people feel more informed and confident about retirement is at the heart of what we do—and we're grateful for the opportunity to bring those conversations to television each week.💙

📺 Watch this Sunday:

• KTVK-TV — 5:30 AM
• KPHO-CBS — 9:30 AM

We hope you'll tune in!

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.

06/11/2026

Pressure-testing a retirement plan isn’t about preparing for the worst.

It’s about understanding how your strategy may respond to changing conditions over time.

That may include reviewing how your strategy responds to:
• Market volatility
• Inflation
• Healthcare expenses
• Long-term care considerations
• Tax changes
• Lifestyle spending shifts

A strong retirement plan isn’t built to predict the future. It’s built to adapt as life changes.

📤 Share this with someone preparing for retirement.

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.

Your retirement income plan is also a tax plan. Every withdrawal, distribution, and income decision can have tax implica...
06/09/2026

Your retirement income plan is also a tax plan.

Every withdrawal, distribution, and income decision can have tax implications that may impact your long-term retirement strategy.

That’s why retirement tax planning often extends far beyond tax season.

Areas worth reviewing may include:
• Withdrawal strategies
• Retirement income sustainability
• Required minimum distributions
• Investment-related tax considerations
• Long-term retirement flexibility

One of the benefits of a mid-year review is the opportunity to evaluate these decisions before year-end deadlines arrive.

Because effective retirement planning is often about being proactive—not reactive.

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.

06/04/2026

When was the last time you reviewed your retirement plan?💭

A mid-year review can be a valuable opportunity to pause and revisit the bigger picture.

Questions worth asking may include:
• Has my risk tolerance changed?
• Do I understand my retirement income strategy?
• Am I prepared for market volatility?
• Have my retirement goals shifted?
• Is my tax strategy still aligned with my long-term plan?

Sometimes asking the right questions is the best place to start. 💾 Save this list and revisit it before your next review.

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.

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.

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

,

Alerts

Be the first to know and let us send you an email when Fullerton Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fullerton Financial Planning:

Shortcuts

Share