Milton Fullen (CASL, CFP®, ChFC®, CLU, CPA)

Milton Fullen focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

Financial & Retirement Planning - Our end-to-end financial planning is focused on moving your goals from the drawing board into reality.

Investment Management - We use asset allocation strategies and broadly diversified funds that reflect your goals, time horizon and tolerance for risk. We have decades of financial experience. and know the evidence says stock picking and market timing won't work. We know what does.

Tax Strategies - Not surprisingly, taxes play a large role in just about everything we do. Unlike many traditional brokers, who downplay or ignore important tax issues, we embrace them. As CPAs, we know the value that comes with sound tax planning, and we have developed significant expertise in the complexities of retirement planning and investment management

Additional Information

Fullen Financial Group embraces the principles of education, independence, objectivity and understanding, which are vital to successfully make prudent decisions about your financial future. As a fiduciary advisor, we are candid in our advice, transparent in our fees and competent in our service.