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getting Started

Thank you for choosing Fulgent Wealth Management. All of our engagements start with a 15-60 minute conversation, free of charge, with no obligations. We will:

  • Answer any financial questions you may have and help you prioritize your financial goals.
  • Craft a financial plan for you.
  • Guide you through your budget and debt repayment plan.
  • Explain next steps and help you stay on track towards a successful retirement.

You don't need to do anything to prepare for the call. In order to get the most out of it, it may be helpful to collect your financial questions.

We look forward to talking with you!

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