Income Planning
We help you turn your savings into reliable, steady income, so your lifestyle stays on track for life.
Where Retirement Dreams Begin
Retire on
your
A personalized strategy to help you turn your savings into steady income, care for your legacy, and feel confident about whatever comes next.
22 Years
helping Arizonans retire
Trusted by Arizona families for more than 20 years, and the family that explains retirement on Arizona radio & TV.
2004Founded
3Locations
49Team Members
12Partner Programs
19Videos
145Articles
On Air — The Fullerton Financial Hour
As seen on
Media appearances are paid placements.
The Fullerton Approach
Five pillars. One plan built around you.
Every Fullerton retirement plan rests on five essentials, designed to work together, not in isolation. It's the foundation of the Fullerton 360 Retirement Advantage.
Tax Planning
Smart, tax-aware planning that keeps more of your money working for you.
Health Care Planning
Protection from rising healthcare and long-term-care costs, built right into your plan.
Risk Management
A clear approach to guarding your wealth from market swings, inflation, and the unexpected.
Estate Planning
A plan that preserves your legacy and brings clarity to the people you love.
Why Fullerton
A family firm that's been on your side for 20 years.
You're not just another account. Every relationship starts with a real conversation about your values, your priorities, and your goals. That becomes the foundation of a plan built only for you. The same family that explains retirement on Arizona radio and TV will be right here for every step that follows.
- Investment advisers are held to the fiduciary standard of care. Investment advice in your best interest, always.
- Local. Phoenix-based, built for Arizona retirees.
- For the long run. Your plan evolves as retirement does.
Your free retirement review
A no-pressure conversation.
A clear picture of where you stand.
Lifestyle goals
Travel, freedom, family, security: we start with the life you want, then build around it.
Your current assets
Smarter ways to use your 401(k), IRA, and savings for real retirement income.
Income & risk
Where your income comes from, and how it holds up to taxes, longevity, and market swings.
Your next steps
By the end, you'll know what's working, what's missing, and exactly what to do next.
Community & Partner Programs
Invested in Arizona, well beyond the markets.
Giving back
Success is about more than money.
Real success means making a difference in someone else's life. We stand behind Arizona organizations like Phoenix Children's, Make-A-Wish, and Young Life, not just with funding, but with our own time on the ground. For us, strengthening the community isn't a program. It's part of the plan.
See how we give backLet's build the retirement you've been working toward.
Start with a free, no-obligation conversation with our team.
Schedule your free retirement reviewor call us at 623-974-0300