Edward D. Fulbright
(CPA/PFS)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- Planning Issues for Business Owners
- Helping Clients Identify & Achieve Goals
- Middle Income Client Needs
- Tax Planning
Planning Specialties
Comprehensive holistic financial planning with an emphasis on tax planning. We set goals and address the areas of tax, education, business, retirement, risk management, estate, investment planning & management, Quicken, recordkeeping and any special needs. These areas are integrated into a comprehensive plan that is reviewed and updated annually. The plan evolves over a series of client meetings, and education and client input are emphasized.
Additional Information
Ed takes you to the next level by challenging you to discover what you really want your life and money to stand for, helping you to understand “how much is enough,” to achieve your goals and align your investments appropriately. Ed helps you develop a plan that reflects who you truly are to obtain the peace of you mind you want and deserve.
NAPFA Start Date
April 17, 2000
Industry Start Date
January 01, 1984