Thank you for your interest in Fulgent Wealth Management. Your financial goals, preferences and risk tolerance are unique to you. We start our engagement with an in depth, free-of-charge, 60-minute conversation to learn more about you, your financial values and what is important to you. After that, we will:
- Model and explain your portfolio investment options and allocations in detail.
- Run simulations on tax status, risk profile and life expectancy.
- Create a custom portfolio based on your volatility (risk) tolerance and financial objectives.
- Equip you with your financial plan.
We look forward to talking with you!