Fulton Financial Consultants, Inc.

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

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Role of Coach & Mentor

Knowing What We Want

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So Why Am I Different?

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The $ Planner is YOU! 4 U

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Robert's Sailing Hobby

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Robert's Life on Whidbey

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Role of Coach & Mentor
So the first thing I do as a coach/mentor during our first meeting, is to sit down with you and do what I call fact finding to understand what your world is like.  I get very clear on what your financial resources are, and just what your goals and objectives are, through a clarification and focus probing fact finding process. Then help you get on tract to getting there.

"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!