IQ Wealth® Management

IQ Wealth Management is a retirement-focused financial planning practice that has joined forces with Fullerton Financial Planning, bringing its client-first approach under the Fullerton name. The firm helps clients turn savings into a steady income stream, time Social Security benefits, reduce future taxes, and manage investments for the years after work. Annuity options and estate and legacy planning are also part of the lineup, with tax work handled in house.

Existing clients keep their accounts, investments and plans unchanged. The team now includes more than 50 professionals across three Valley offices, including the Peoria location on North 83rd Avenue, with others in Tempe and Scottsdale. A free, no-obligation retirement review is a one-on-one conversation about where you stand, and it can be scheduled online or by phone.