Retire on
Your Terms
Why IQ Wealth Joined Fullerton
After years of friendship and shared values, Steve and Barbara Jurich made the decision to partner with Stephanie and Steve Fullerton — bringing IQ Wealth Management’s legacy of client-first service under the Fullerton Financial Planning umbrella.
The Fullertons have spent over 20 years building one of Arizona’s most trusted retirement planning firms, regularly featured on Channels 3, 5, and 12 throughout the Phoenix area. This partnership means you get the same personal attention you’ve always had, now backed by a team of 40+ qualified professionals.
Nothing changes about your accounts, your investments, or your plan — everything just gets better.
“We share core beliefs and commitments — and we’re extremely pleased to be joining forces with such an ethical and professional firm who treats clients with respect and care, just like we do.”
— Steve Jurich, Founder, IQ Wealth Management®
50+ Team Members
A full staff of qualified, caring professionals dedicated to your financial plan — no more one-person shop limitations.
3 Valley Locations
Offices in Peoria, Tempe, and Scottsdale — meet with your advisor wherever is most convenient.
Retirement-Focused Guidance
Fullerton Financial Planning shares the same beliefs and values about people, clients, and retirement planning.
As Seen on Local TV
The Fullerton’s regularly appear on ABC15 and other Phoenix-area channels, sharing trusted retirement planning insight.
Expanded Services
Tax planning, estate planning, Medicare guidance, and more — all integrated under one roof.
20+
Years of Service
2,000+
Households Served
3
Valley Locations
50+
Team Members
Retirement Focused Financial Planning
Your entire financial picture, addressed by experienced advisors who do this every day.
Income Planning
Turn your savings into a structured dependable income stream that feels like a new paycheck — supporting your goals and securing your lifestyle.
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Social Security Strategy
Take timing your Social Security from a hopeful guess to part of a comprehensive retirement plan that makes sure you’re covered from now on, no matter what.
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Tax Planning
Smart Strategies to reduce future taxes and keep more of your money working for you — now with in-house tax services. Manage your RMDs and prevent surprises.
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Investment Management
Investing while you’re working is different than investing during retirement. Your investment plan much match your goals and your needs in retirement.
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Annuities & Protection
Competitive, guaranteed lifetime income protected from market risk. Review options that can pay 2-3x that of quality bonds and still protect your heirs.
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Estate & Legacy Planning
A clear plan for your assets and property that preserves your legacy and supports your loved ones as you intend. All taken care of in house at Fullerton Financial Planning.
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Schedule Your Free Retirement Review
Whether you’re a longtime IQ Wealth client or discovering us for the first time, the next step is the same — a focused, one-on-one conversation about where you stand and what’s possible.
Free Retirement Review
No sales pitch. No obligation. Just a clear look at your financial picture and a plan to make it stronger. Schedule directly with the Fullerton team.
Three Offices Across the Valley
Peoria
14155 N 83rd Ave, Ste 144
Peoria, AZ 85381
Tempe
600 E Rio Salado Pkwy, Ste 102
Tempe, AZ 85281
Scottsdale
18655 Claret Drive, Suite 105
Scottsdale, AZ 85255