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Fullerton Financial Planning

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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.

11/03/2026

The anchor is in the guest chair! 🎙️

For years, Tara Hitchcock has been the one asking the questions on Good Morning Arizona and the Fullerton Financial Show. Off camera, she's spent just as much time showing up for Arizona causes.

Join us TODAY as Josh Becker, CEO of Fullerton Financial Planning, sits down with Tara for a 30-minute conversation about what she's learned about giving back, and how families can make generosity part of the legacy they leave. 🧡

📅 Tuesday, November 3
⏰ 1:00 PM Arizona time
💻 Live online webinar

Have a question for Tara about giving back? Share it when you register through the link in our bio, and we may ask it live! 💙

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.

11/02/2026

Our November + December newsletter is here! 🍂

This issue is all about a season of gratitude, giving & gathering, and it’s filled with some of our favorite moments of the year.

Inside, you’ll find:
🥧 Harvest of Thanks: live music, food trucks, pie and our Toy & Bike Drive
🏀 Our night at Meet the Lopes, plus a December save the date
🧡 Giving with Purpose: where charitable planning fits in retirement
🐾 A holiday note from Beezer (he has thoughts about who the pies are really for)

Read the full issue through the link 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.

10/29/2026

You may retire from work, but you don't retire from taxes. 💭

Where you take your retirement income from can matter just as much as how much you take.

Stephanie Fullerton joined Tara Hitchcock for the Fullerton Financial Report to talk about some of the tax considerations that can come with retirement, from choosing which accounts to withdraw from to required distributions and Roth IRAs.

As Stephanie puts it in the conversation: when it comes to taxes, it's worth thinking about both the seed and the harvest.

Watch their conversation right here, or catch the Fullerton Financial Report on Arizona's Family 3TV or CBS 5 this weekend! 📺

Saturday, October 31 | 4:30 AM | 3TV
Sunday, November 1 | 4:30 AM & 5:30 AM | 3TV
Sunday, November 1 | 9:30 AM | CBS 5

Because taxes don't stop in retirement. Planning for how they may fit into your retirement income strategy matters, 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.

10/28/2026

When you picture your dream retirement, what do you see? 💭

Maybe it's more time with family. Traveling somewhere you've always wanted to go. Slow mornings, new traditions, or simply having the freedom to spend your days doing what you love.

Those are the moments we talk about when we ask people to imagine their dream retirement.

But there's another part of the conversation worth having: What do you want the life you've built to mean for the people who come after you?

Your retirement plan can help you prepare for the life you want to live. Your estate and legacy plan can help you think through what you'd like to leave behind.

As we close out our October focus on estate and legacy planning, we're bringing it back to the question at the heart of our My Dream Retirement series:

What matters most to 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.

10/27/2026

This is the heart behind Harvest of Thanks.🧡

At Fullerton, we’re fortunate to build relationships that extend well beyond the office.

We get to hear about your families. Celebrate milestones. Share in retirement adventures. And be part of so many meaningful moments along the way.

Harvest of Thanks gives us one morning to bring all of those relationships together.

The hugs. The handshakes. The familiar faces. The new ones.

And most importantly, the chance to say something simple: Thank you for being part of Fullerton.

We’ll see you November 21. 🍂

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.

10/23/2026

Early risers, this one's for you. ☕

A new weekend of the Fullerton Financial Show is almost here!

Grab your coffee, pull up a chair, and join Tara Hitchcock and the Fullerton team for conversations about retirement and the questions that come with planning for what's ahead.

And with three chances to watch this weekend, there's plenty of time to catch us on Arizona's Family 3TV:
Saturday, October 24 | 4:30 AM
Sunday, October 25 | 4:30 AM
Sunday, October 25 | 5:30 AM

Set the DVR now, or we'll see all of our fellow early risers bright and early. ☕

New episodes. New conversations. Same seat waiting for 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.

10/22/2026

You may have a will in place, but when was the last time you checked the beneficiaries listed on your retirement accounts? 💭

It's a detail that can be easy to overlook, especially if you opened those accounts years ago.

For many retirement accounts and life insurance policies, the beneficiary designation generally determines who receives the assets, even if your will says something different.

That means a marriage, divorce, new grandchild, or loss of a loved one could be a reason to take another look at the names you have on file.

Estate and legacy planning isn't just about having the right documents. It's about making sure the different pieces of your plan reflect your wishes and work together.

Swipe through for an estate planning detail worth knowing. ➡️

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.

10/20/2026

A little holiday joy starts right here. 🎁🧡

A favorite toy waiting under the tree. A brand-new bike ready for its first ride. The excitement of discovering something picked out just for you.

Those are the moments behind our annual Toy & Bike Drive.

And you don’t have to wait until Harvest of Thanks to be part of it.

Our Peoria, Tempe and Scottsdale offices are accepting new, unwrapped toys and new bikes before November 20. 🚲

Stop by during an appointment, on your lunch break or whenever you’re nearby. We’d love to see you.

💻 Prefer to give online? Visit the link in our bio.

One gift. One family. A little more joy this holiday season. 🧡

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.

10/18/2026

NEW EPISODE IS ON NOW! 🎬

The end of the year has a way of sneaking up on us, and there may be a few things worth checking on before it does.

This morning on the Fullerton Financial Show, Zach Tobey joins Tara Hitchcock to talk about some of the conversations that become especially important as the year winds down. 👀

Taxes. Retirement income. Beneficiaries. Your overall plan.

Consider this your reminder to give your retirement plan a year-end checkup. ☑️

☕ Early riser? Tune in NOW on Arizona's Family 3TV!
📺 4:30 AM
📺 5:30 AM

Grab the coffee and join us for a brand-new episode of the Fullerton Financial Show!🧡

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.

10/16/2026

Your estate plan should reflect your life today, not just the life you had when you created it. 💙

As life changes, your estate plan may need to change with it.

A new grandchild. A change in your financial situation. A move. Or simply a different perspective on what matters most to you.

These are all reasons to revisit the plans you've put in place.

From your will and beneficiary designations to the documents that outline who can make important decisions on your behalf, each plays a different role in helping communicate your wishes.

As part of our October focus on estate and legacy planning, we're highlighting five documents worth reviewing and why they matter.

Swipe through to see what's on the list. ➡️

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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