About My Practice
Fuller Financial, established in 1987, is a professional firm designed to assist their clients in achieving their lifetime goals. Our clients build a long and trusted relationship with us as thir Financial Advisor. Services provided:
- Retirement Planning - Best ways to invest and get money out of IRA's, rollovers and pensions. In some cases, we'll show you how you might be able to make withdrawals tax-free.
- Estate Planning - Includes assistance with living trusts and the possibility of eliminating or reducing estate taxes.
- Long Term Care - Options to protect your estate from the high cost of long term care.
- Income Enhancement - with immediate annuities.
- Unique Strategies to your Unique Problems.
Many people can better organize their financial affairs when they know about the strategies available to them. Fuller Financial first educates them about their alternatives and then assists them in implementing the proper strategies. The firm holds seminars on Estate Planning and Retirement Planning, including IRA rollovers, in the Chattanooga and surrounding areas.
Sarah Fuller is a welcomed financial educator in the Chattanooga area. Her estate and retirement planning presentations at Memorial Gold Circle, University of Tennessee and many senior groups, have been well attended by those about to retire and retirees. Sarah has developed a specialty in advising them on income and tax reduction strategies. She has also counseled them to avoid estate and financial pitfalls.
Sarah is a CERTIFIED FINANCIAL PLANNER Professional and a Registered Financial Consultant committed to the issues important to pre-retirees and retirees. She is licensed as an investment advisor representative. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker=Dealer & member FINRA & SIPC. Investment Advisory Services offered through Brookstone Capital Management, LLC (CCM), an SEC Registered Investment Advisor. Fuller Financial and BCM are independent of CSS.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Life insurance: TN, Health/disability insurance: TN, Fixed annuities: TN, Variable annuities: TN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RFC, CRFA
Considerations: Comprehensive or Modular Planning. Complimentary Consultation offered.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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