Fulton Financial Consultants, Inc.

Capital Retention Planning Concepts and establishing an income you cannot outlive with a SPIA

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The $ Planner is YOU! 4 U

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Robert's Sailing Hobby

Robert's Motorcycling

Robert's Life on Whidbey

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Model Client Profile: In a perfect world I would attract clients with this profile.
The Client Profile which, I am most compatible and can do the most good for, based on my product lines, education, training and experience are those people in this group:

Age 62 or older (both partners).
Have at least one heir they wish to leave a legacy for or at least preserve their residuary estate for.
Homeowners with home equity in the range of 55 - 85% of their home value. 
Retired, or approaching retirement and at least retirement minded.
Goal oriented toward Capital Retention, looking for growth and resisting spending down their money.
Have Capital assets (not including real estate value) between $500,000 and $2,000,000.
Capital Preservation is the most important thing to them. They are more concerned with the return of their money rather than the return on it.
Willing to invest the time to learn new concepts.


"If money can’t buy you happiness, explain yachts?"

But remember:   "If your outgo exceeds your income, your upkeep will be your downfall." 

Past Performance Is No Guarantee of Future Results!