This provides the freedom necessary to develop personal solutions based on each individual’s circumstances and to apply independent methods and strategies to achieve your financial goals. Clients come first. It is not just a saying - it is built into the fabric of the organization. Helping our clients achieve their goal of financial freedom, represented by whatever individual goals they may have, is how we measure our success.

Delivering this requires our commitment to objectivity of evaluation, knowledge of the industry and independence in the selection of appropriate implementation tools and strategies. This commitment supports us in the development of the trust necessary to help our clients focus on where they want to go, how to get there and supports them in maintaining a disciplined approach to realizing their dreams.

Fullen Financial Group is based on the principles of education, independence, objectivity and understanding, which are vital to successfully make prudent decisions concerning your financial future.

Milt Fullen has over 30 years of experience in the financial services industry. Before establishing Fullen Financial Group he held various executive financial positions inside insurance and employee benefits organizations. In this capacity, he participated in the development, pricing and testing of many of today’s financial products and as a result he has an understanding of how they work that is unique among most other Registered Investment Advisors. You can also see that he takes education very seriously as he has earned and maintains through continuing education and practice standards some of the most prestigious designations in the industry.

He is a past president of the Columbus, Ohio, chapter of Financial Executives International, serves on the Ohio Society of CPAs Personal Financial Planning Committee and their leadership counsel; he is also member of the Financial Planning Association of Central Ohio. He has appeared on local television to speak on the importance of proper financial management, created podcasts directed to recent college graduates that have been provided through the Ohio Society of CPAs and has written and been quoted in various local newspapers on financial topics. He is also a member of the Civitan Club of North Columbus.

Despite Milt’s extensive experience and qualification he understands that a complete financial plan often requires the use of outside professionals; particularly in the legal (estate) and tax accounting areas. When such assistance is needed, he can work with your current legal counsel or tax accountant or enlist the assistance of his own trusted professional contacts.