Fullerton Tax & Planning is a financial planning firm located in Riverside, Illinois. We've been assisting in personal and corporate financial planning for over 35 years!
What we do....
Fullerton Tax & Planning and A & F Financial Services were formed over 8 years ago to provide Financial Services, Accounting, Billing Services, Investment Management Services to...
- Individuals
- Small businesses
- Foundations
- Corporations
- Employee benefit accounts.
Our services cover
Taxes including Payroll, Business, Sales, and Income
Assisting with Rollover IRAs including existing IRAs or distributions from 401 403 or Pension Plans.
Estate Administration including retitling assets, consolidation of assets, calculation of taxes due.
Profit Sharing Accounts including administration, participant advising, retirement assistance, review of proposals, review of funds used, etc,
Real Estate including 1031 Exchange Trust administration, review of sales in progress, research of properties for purchase, calculation of current market value on existing properties.
Insurance including reviewing current medical plans, tax deferred plans, life insurance plans, long term care policies, etc.
Investment Planning including review of current investments and recommending strategy changes to be made. Research is based on S&P, Morningstar, Fidelity, Zacks, etc.
Foundation and Charitable projects that exist or new projects including monitoring and evaluating services rendered.
Foundation Auditing and Accounting.
Investment management including the investment of stocks, bonds, mutual funds, non negotiable assets, real estate, etc.
Consulting
Accounting including small business bookkeeping, project accounting, year end review of performance, second opinion evaluation on existing plans.
We consist of two principals with several back office contacts to accommodate your needs.
Mary Ahart offers the brokerage and insurance products. Timothy T. Fullerton, Sr. provides the tax planning, retirement benefits, financial planning to the table. Together with resources from the various legal, brokerage, banking and insurance fields, we completely cover the needs of our clients. We have consulted on investment clubs, set up profit sharing accounts, and actively administer small plans, reviewed retirement plans, performed bookkeeping back office functions, prepared and audited foundation reports, tax returns, etc.
We are currently involved in the above functions for clients worth $16,000,000 in business. You need to know that we are fee based on our expense. This reduces the exposure to a sales approach to investing and gives us more flexibility in the type of products we seek for our clients and prospects needs.
If you see a place in business or personal affairs for our services, call us, e-mail us, or fax us. Our clients consist of businesses and individuals in several locations, including Pennsylvania, New Mexico, Wisconsin, Michigan, Arizona, and naturally, Illinois, our home base.
Thanks for the moment
Timothy T. Fullerton, Sr. Mary Ahart
Close
Disclaimer and Compliance……
is a disclaimer regarding the activities and information provided in past months by Fullerton Tax & Planning.
Currently, the website for Fullerton Tax & Planning is under the scrutiny of the Securities Exchange Commission. Though few hits have been recorded to that site, the content of the news is being reviewed for its marketing content and accuracy of material.
To that extent, this is to inform you that Fullerton Tax & Planning will continue to host a website, however, the news to anyone who is a newsletter recipient will be of general financial planning nature. Any specific information regarding individual plans and clients is and will continue to be exclusive between client and Fullerton Tax & Planning.
In the future, we will not publish general or specific calculations on Bond, Stocks, Certificates of Deposit, Brokerage accounts, etc. We will not issue statements regarding total returns, actual returns, specific stock or bond fund total returns, etc. If an inquiry is made as to the actual or stated return of mutual funds, stocks, bonds or certificates of deposits, the individual will be forwarded to the appropriate site that publishes those numbers on an ongoing basis. Such as CBSMarketwatch, Big Charts, S&P, Fidelity, etc.
Furthermore, I am issuing this letter to each "Snail Mail" client as well as to all E-Mail recipients concerning the Newsletters of December, 2002 and January, 2003. Any reference to total returns in those two letters was meant to be in general scope and information only, and was not intended to imply that I or any one specific individual was responsible for or caused specific accounts to actually incur the total returns published.
The returns were a composite of several clients who had similarities in their approach to Banking, Brokerage, and money market accounts. There was no intent to make a promise that you could make those returns with Fullerton Tax & Planning or any other specific Bank or Brokerage, or Insurance Agency.
Daily, we are inundated by E-Mail spam that promises such thousands of percent returns on our money and to that end, Fullerton Tax & Planning will not be a contributor to what is construed to be junk E-Mail that advertises great returns for your investments. We offer planning for your present and future based on current market conditions, current tax pictures, current needs analysis. We offer no products, no commission products, no annuities, etc. We will direct clients to those individuals or institutions that are licensed and capable of offering the appropriate services being requested.
If you have any questions concerning this letter, please contact me.
Timothy T. Fullerton, Sr.