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 Financial 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.

10/10/2026

WE'RE BACK! 🎬

A brand-new season of the Fullerton Financial Show starts TODAY on Arizona's Family 3TV!

To kick things off, Zach Tobey joins for a conversation about one of the biggest questions in retirement: How do you make your income last while still enjoying the retirement you've worked so hard for?

From enjoying life today to preparing for the expenses that may come later, Zach and Tara are talking about finding that balance and planning for the retirement you actually want to live.

☕ Early riser? Tune in NOW!
Saturday, October 10 | 4:30 AM | 3TV
Sunday, October 11 | 4:30 AM & 5:30 AM | 3TV

We're so excited to officially kick off a NEW season of the Fullerton Financial Show! 🧡
Tag someone who should be watching with you.

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.

Bring a toy. Bring a bike. Bring a neighbor. 🧡  Our annual Toy & Bike Drive is officially underway, and this year, we’re...
10/09/2026

Bring a toy. Bring a bike. Bring a neighbor. 🧡 
 
Our annual Toy & Bike Drive is officially underway, and this year, we’re setting our biggest goals yet: 
 
🎁 1,500 new toys 
🚲 150 new bikes 
🧡 $35,000 for Valley families 
 
Every gift collected will be shared with Valley families through our local giving partners, helping make the holidays a little brighter for children throughout our community. 
 
Want to be part of it? 
 
📍 Drop off a new, unwrapped toy or new bike at our Peoria, Tempe or Scottsdale office before November 20. 
 
💻 Prefer to give online? Visit the link in our bio. 
 
Eleven years later, seeing this community come together for Valley families is still one of the things we’re most proud of. Let’s see what we can do together. 🧡 
 
 

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.

We have some exciting news to share! 📺💙 A new season of the Fullerton Financial Show starts THIS WEEKEND on Arizona’s Fa...
10/08/2026

We have some exciting news to share! 📺💙

A new season of the Fullerton Financial Show starts THIS WEEKEND on Arizona’s Family 3TV!

We're bringing the Fullerton Financial Show back to your screens for more conversations about the retirement questions that matter to you. From income and taxes to health care and legacy planning, we're breaking down important topics in a way that's easy to understand and relevant to the life you're planning for.

And we're so excited to have Tara Hitchcock joining us for these conversations!

Whether you've watched us for years or you're tuning in for the first time, we'd love for you to join us.

Here's when to watch this weekend:

📺 Saturday, October 10: 4:30 AM
📺 Sunday, October 11: 4:30 AM or 5:30 AM
📍 Arizona’s Family 3TV | All times Arizona time

Swipe through for a look at the new season, and we'll see you on TV this weekend! 💙

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.

SAVE THE DATE! 🍂🧡One of our favorite Fullerton traditions is returning.Our 11th Annual Harvest of Thanks is Saturday, No...
10/07/2026

SAVE THE DATE! 🍂🧡

One of our favorite Fullerton traditions is returning.

Our 11th Annual Harvest of Thanks is Saturday, November 21, and we’re already counting down to a morning filled with live music, delicious food, our annual pie giveaway, family fun, and plenty of time together. 🥧

For eleven years, this tradition has been about three things we care deeply about: gratitude, giving & gathering.

And we can’t wait to do it all again with our Fullerton community.

📅 Saturday, November 21
🕙 10:00 AM–1:00 PM
📍 Fullerton Financial Planning | Peoria

Clients, your invitation is headed your way. Save the date. We would LOVE to celebrate with you! 🧡



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.

10/02/2026

Your retirement income needs today may not look the same five or ten years from now. 💭

How much will you actually need? Can you spend a little more and start checking off that bucket list? And what happens when the market, interest rates, or simply life changes along the way?

Stephanie Fullerton joined Tara Hitchcock for the Fullerton Financial Report to talk about building retirement income around what you need, not someone else's “magic number.”

Watch their conversation right here, or catch the Fullerton Financial Report on Arizona's Family 3TV this weekend! 📺

Saturday, October 3 | 4:30 AM
Sunday, October 4 | 4:30 AM & 5:30 AM

Because life changes. Your retirement plan should be able to change with it. 🧡

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 planning is about more than preparing for the years ahead. It's also about the people who matter most to you....
10/01/2026

Retirement planning is about more than preparing for the years ahead. It's also about the people who matter most to you. 💙

When you think about the legacy you want to leave behind, what comes to mind?

Maybe it's providing for your family, passing along the things you've worked hard for, or simply knowing your wishes are documented and understood.

Estate and legacy planning helps bring those conversations into your broader retirement strategy, so the plan you're building today reflects what matters to you tomorrow.

Throughout October, we're taking a closer look at estate and legacy planning as part of the Fullerton 360 Retirement Advantage.

Because your legacy is part of your retirement plan, too.

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.

Good coffee. Better company. ☕🧡 Some of our favorite conversations at Fullerton Financial Planning happen around the cof...
09/29/2026

Good coffee. Better company. ☕🧡

Some of our favorite conversations at Fullerton Financial Planning happen around the coffee table!

Once a month, we welcome clients and friends into our Peoria office for Coffee Talk, where we enjoy a warm cup of coffee and spend the morning discussing retirement topics together.

And in honor of National Coffee Day, we thought we'd invite you to join us for the next one!

☕ Next Coffee Talk: Long-Term Care Planning
📅 Wednesday, October 21
🕙 10:00 AM
📍 Fullerton Financial Planning | Peoria Office

Whether you've joined us before or are thinking about attending for the first time, we'd love to save you a seat.

Visit the link in our bio to register!

Happy National Coffee Day from all of us at Fullerton! ☕🧡

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.

09/24/2026

Social Security. It's one of the biggest conversations when retirement starts getting closer. 💭

When should you start taking it? How does it fit into your retirement income plan? And what should you be thinking about before making those decisions?

Stephanie Fullerton joined Tara Hitchcock for the Fullerton Financial Report to talk about Social Security and its role in retirement planning.

Watch their conversation right here, or catch it on Arizona's Family 3TV this Sunday, September 27, at 5:30 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.

Our team traded the office for a different kind of workday! 🐾🧡Last week, the Fullerton team spent the day volunteering w...
09/22/2026

Our team traded the office for a different kind of workday! 🐾🧡

Last week, the Fullerton team spent the day volunteering with the Arizona Animal Welfare League, getting a behind-the-scenes look at the care and dedication that go into helping animals in our community.

From lending a hand with volunteer projects to spending time playing with some very sweet furry friends, our team had the opportunity to learn more about Arizona Animal Welfare League work and the animals they care for. 🐶🐱

We’re grateful for opportunities like this that bring our team together while supporting the community we’re proud to be part of.

Thank you to the AAWL team for welcoming us and for all you do for animals across the Valley! 🧡

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.

Could your dream retirement include making pasta on a weekday? 🍝Yesterday, we traded the office for the kitchen at Fat O...
09/18/2026

Could your dream retirement include making pasta on a weekday? 🍝

Yesterday, we traded the office for the kitchen at Fat Ox and spent the afternoon making pasta alongside a few of our clients.

It was a fun reminder of something we love about our My Dream Retirement conversations: retirement can look like the big bucket-list moments, but it can also look like having more time for experiences like this.
Good food, great company, and a pretty memorable afternoon together. 🧡

And yes, Flat Fullerton made it into the kitchen too. 😉

What does your dream retirement look like? 💭

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