Marc Fulmer, ChFC

Introduction: As a fiduciary and independent member of the Garrett Planning Network, I work hard with you to determine what’s in your best interest. Using state of the art financial planning software, we develop a plan to give you the action steps you need to accomplish your objectives. I’ll be with you every step of the way from welcoming you as a client to assisting you implement your plan. My low stress process works well for clients with a wide range of comfort managing their personal finances. Best of all, I charge a low flat rate that makes world class financial planning accessible to almost anyone. I help you: Pay down debt Fund education expenses Select insurance coverages Optimize your taxes Choose your investments Plan for retirement Prepare your estate ***Let’s get started on a plan for you to achieve your goals!***