Asset Allocation

Asset Allocation Services IN PHOENIX, AZ

Ensure Your Money Continues Working for You

Whether you’re an experienced investor looking for a second opinion or a novice with little to no experience in asset management, the advisors at Fullerton Financial Planning can help you. We specialize in creating and refining asset allocation strategies to suit the unique needs of retirees.

Our Approach to Asset Allocation

  • Balancing Risk and Reward

    Asset allocation involves dividing your investment portfolio among different asset classes, such as stocks, bonds and cash. The right balance, and regular rebalancing, can ensure you’re always comfortable with the risk exposure in your portfolio of assets.

  • Strategies Tailored to Your Needs

    The Phoenix metro area has one of the highest populations of seniors and retirees in the nation. Despite being home to hundreds of thousands of seniors and older workers nearing retirement age, it’s impossible to find two individuals or couples with identical retirement savings, asset allocations or healthcare needs. People are unique, and it’s important their retirement plan is customized based on their desired lifestyle, retirement goals, estate plan and health. 

  • Dynamic and Adaptive Approach

    While there’s an allure to adopting a set-it-and-forget-it asset mix, the ever-changing investment landscape makes that approach risky for retirees. We provide ongoing monitoring and adjustments to ensure your portfolio remains aligned with your objectives and responsive to market changes.

For Retirees and Soon-to-Be Retirees

Securing Your Financial Future

Whether you’re already retired or preparing for retirement, your Fullerton Financial Planning advisor will help ensure your asset allocation supports a stable and comfortable retirement in which your assets appreciate while you’re able to maximize supplemental income.


Income and Growth

We balance the need for immediate income with long-term growth potential, helping you preserve your wealth and maintain your lifestyle throughout retirement.


Risk Management

Our advisors are adept at managing risk, ensuring that your asset allocation aligns with your comfort level and financial goals.



Tax Efficiency

Our strategies are designed not just for performance, but also for tax efficiency. By thoughtfully placing assets in tax-advantaged accounts, we work to minimize your tax liability and maximize your after-tax returns.

Validating and Refining Existing Strategies

Expert Second Opinion: For those who have already developed an asset allocation strategy, we offer expert analysis to validate your approach and identify potential areas for improvement.


Advanced Techniques: Our team employs advanced asset allocation techniques, including diversification across asset classes and geographic regions, to enhance portfolio resilience.


Continuous Improvement: We believe in continuous improvement and adaptation. Even sophisticated investors can benefit from our expertise in fine-tuning their asset allocation to meet evolving needs and market conditions.

Why Choose Fullerton Financial Planning?

Experience and Expertise: Our team brings a wealth of experience and deep expertise in asset allocation strategies, ensuring you receive knowledgeable and trustworthy guidance.


Personalized Service: We pride ourselves on providing personalized attention, developing asset allocation strategies tailored to each client’s unique circumstances.


Commitment to Your Success: Your financial success is our top priority. We are dedicated to helping you achieve optimal asset allocation for a secure and prosperous retirement.

Take Control of Your Financial Future with Expert Asset Allocation

Fullerton Financial Planning is committed to offering services that fit with your life goals and preferences. We’ve worked with clients who prefer an entirely hands off approach that allows them to focus on retirement as well as retirement savers who want to take an active role in their own investment management. Our advisors are here to accommodate whichever approach works best for you.


Call us at (623) 974-0300 to learn more about how our team can help with your asset allocation.