Thank you for your interest in Fulgent Wealth Management. We have helped clients all over the US achieve their financial goals for over a decade. Our mission is to help simplify the complexities of your financial life and offer unbiased advice. We will:
- Stress-test your financial plan for stability and durability.
- Help you understand and maximize your options with all of your financial accounts including: traditional IRAs, Roth IRAs, old 401K’s, taxable brokerage accounts, Trust Accounts and general investment accounts.
- Develop and explain the tax strategy for your retirement years and determine whether we need to make changes now or brace for taxes in the future.
We look forward to talking with you!