Fullerton Financial Planning

Directions Website Contact the business

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.

Early risers, this one's for you. ☕A new weekend of the Fullerton Financial Show is almost here!Grab your coffee, pull u...
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.

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

A little holiday joy starts right here. 🎁🧡  A favorite toy waiting under the tree. A brand-new bike ready for its first ...
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.

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

Last week, the Fullerton Family met the Lopes.💜🏀We joined Grand Canyon University for its first-ever Meet the Lopes, an ...
10/15/2026

Last week, the Fullerton Family met the Lopes.💜🏀

We joined Grand Canyon University for its first-ever Meet the Lopes, an evening celebrating GCU Basketball and the start of the 2026–27 season. Guests met Head Coaches Bryce Drew and Winston Gandy and players from both programs for autographs, photos and Q&A.

Thank you to the coaches, players and the GCU Lopes Club for a memorable night.

This is just the beginning! 👀

📅 Mark your calendar for Tuesday, December 22! GCU takes on UMBC, and we’re planning something special for the Fullerton Family.

Keep an eye on your inbox for more details on how you and your family can join us.



Grand Canyon University (GCU) is not a current client of Fullerton Financial Planning, nor Kingdom Financial Group, LLC. GCU was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit fullertonfp.com/gcudisclaimer.

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 food. Great company. A Fullerton tradition. 🍂  There’s something special about a Saturday morning spent with people...
10/13/2026

Good food. Great company. A Fullerton tradition. 🍂 
 
There’s something special about a Saturday morning spent with people you care about. That’s exactly what Harvest of Thanks is all about. 🧡 
 
Here’s a little of what we have planned for November 21: 
 
🎶 Live music 
🥧 Delicious food + our annual pie giveaway 
🎨 Family fun, including face painting 
🎁 Our Toy & Bike Drive benefiting Valley families 
🧡 And plenty of time together 
 
Bring your spouse, your kids, your grandkids or a friend. 
 
Mornings like this are better together. We can’t wait 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.

10/10/2026

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.

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