Fulton Financial Planning, Inc

Website Links

Description

"Our mission is helping clients chart a brighter financial future," says Deidra. "We help clients define their financial goals and develop strategies for reaching those goals. Whether building assets for the future or seeking to preserve, protect and enjoy the wealth already accumulated, we provide clients with an independent, unbiased alternative to commissioned planners and product salespersons." One aspect of our services that clients especially appreciate is the flexibility. We are happy to work with clients in addressing 1 or 2 financial issues, provide more in-depth planning and advice (such as for retirement projection) or provide a professional, unbiased second opinion. As a fee-only firm, Fulton Financial Planning is compensated solely by the client, with no third party influences affecting the guidance provided. This structure provides maximum objectivity with regard to client recommendations. It also gives clients the most flexibility in implementing their plan, whether they choose traditional or online means, or a self-directed or full-service plan. Interview Deidra and learn more about the firm's services and operations.

Products & services

Similar companies nearby