Financial Planning for Seniors was established by Stephanie Fullerton, a native of Delaware, and resident of Phoenix for 37 years. She began working in the Financial Planning service after seeing friends and relatives in their retirement years lose large portions of their retirement "nest egg". She set out determined to help retirees preserve their nest egg and meet their financial goals for retirement. Since 2007, Stephanie has been listed as one of the top 100 businesswomen in Arizona. In 2011 Stephanie was selected as a Finalist for National Advisor of the Year.

Her husband, Steve Fullerton, soon joined Stephanie after he retired from the Phoenix Police Department and Peoria Police Department as Lieutenant. Steve became Series 7, 63, and 66 securities licensed and has recently founded Kingdom Financial Group, LLC, an Arizona registered investment advisor to bring even more financial planning tools to the Financial Planning for Seniors’ office.

Both Steve and Stephanie's mothers work in the office and are often on the phone scheduling, and confirming bookings as well as making sure the office runs smoothly. Financial Planning for Seniors is a family run business focused on helping you and your family plan and meet your retirement financial goals.

Steve and Stephanie are both active members in their community and church. Steve serves on the board of a local church and is actively involved with missions work and community development throughout the world. They are very generous and support many local charities and organizations with their time and money.

Financial Planning for Seniors is a registered member of both the Better Business Bureau and the National Ethics Bureau.

Give us a call at (623) 974-0300 to see how the Financial Planning for Seniors family can become your most important financial relationship.