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Fullerton Financial Planning

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Peoria, AZ
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.

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.

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.

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.

09/17/2026

Zach Tobey's career at Fullerton started as an apprentice, learning financial and retirement planning directly from Steve and Stephanie Fullerton.

Today, he's a Lead Advisor in our Peoria office, and one idea continues to shape the way he approaches the work: a retirement plan should start with the person it's being built for.

Goals, priorities, concerns, and what someone actually wants retirement to look like all help shape the bigger picture. For Zach, taking the time to understand those pieces is an important part of building a strategy around the individual rather than taking a one-size-fits-all approach.

Outside the office, Zach enjoys spending time outdoors and staying involved with his church community.

From apprentice to Lead Advisor, we're proud to have Zach as part of the Fullerton team. 👏

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.

09/15/2026

Medicare is one piece of your retirement plan.

For many people approaching Medicare, there can be a lot to understand: when to enroll, how different coverage options work, and what decisions may need to be made along the way.

But Medicare is only one part of the healthcare conversation. Thinking ahead about healthcare and coverage can help you better understand how those decisions fit into your broader retirement plan.

We've created a Medicare resource to help make some of the decisions ahead a little easier to understand.

👉 Learn more: https://fullertonfp.com/medicare/

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.

09/09/2026

Today is Stephanie’s birthday, and we’re so excited to celebrate someone who has shaped so much of what Fullerton is today. 🧡

Stephanie leads with energy, determination, and genuine care for the people around her. She has a way of making things happen, bringing people together, and reminding all of us why the work we do matters.

We’re incredibly grateful for the vision she’s helped build Fullerton around, the standard she continues to set, and the heart she brings to our team every day.

Happy Birthday, Stephanie! 🎂🧡

We hope you feel very celebrated today. Help us wish Stephanie a happy birthday in the comments!

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.

09/07/2026

Happy Labor Day! 🇺🇸

Our offices are closed today as our team takes some time to enjoy the holiday with family and friends.

We'll reopen tomorrow, September 8, at 8:00 AM.

From all of us at Fullerton Financial Planning, we hope you have a safe and enjoyable holiday!

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.

09/04/2026

What does reliable income look like in retirement?

Stephanie Fullerton joined Tara Hitchcock for the Fullerton Financial Report to talk about building retirement income from more than one source and why preparing for the unexpected is an important part of the conversation.

From annuities and dividends to real estate, insurance, emergency funds, and even the occasional retirement side gig, there can be several pieces contributing to someone's income in retirement.

The bigger question is how those pieces work together to support the retirement you're planning for.

Watch Stephanie and Tara's conversation. 📺

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.

09/03/2026

We’ve asked our clients to finish one sentence: My dream retirement is...

And one of our favorite things is seeing just how different the answers can be. 💙

Because retirement looks different for everyone, and that’s exactly what makes these moments so fun to capture.

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.

09/02/2026

Financial planning has been part of Matt Zuccaro's world from an early age.

Growing up in Scottsdale, Matt watched his father build a career in financial services, which helped spark his own interest in the field. Today, as a Senior Wealth Strategist at Fullerton Financial Planning, he brings that background and years of experience to the retirement planning conversations he has with clients.

For Matt, building a financial plan means understanding the full picture: where someone stands today, what they want retirement to look like, and the different pieces that need to work together along the way.

Outside the office, Matt enjoys spending time with his wife, twins, and mini dachshund Luna, along with traveling, hiking, entertaining, dining, and board games.

Get to know Matt and the perspective he brings to the Fullerton team. 👋

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

http://fullertonfp.com/, https://linktr.ee/FullertonFinancial

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