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FULBRIGHT FINANCIAL CONSULTING, PA 

FULBRIGHT & FULBRIGHT, CPA, PA


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CLIENT SERVICES

FINANCIAL PLANNING


About Fulbright Financial Consulting, PA 

    

Edward Fulbright is a Certified Public Accountant CPA and Personal Financial Specialist PFS

Fulbright Financial Consulting, PA was founded by Edward D. Fulbright, CPA, CGMA, PFS.  Ed is a member of The National Association of Personal Financial Advisors (NAPFA) and The Alliance of Comprehensive Planners.  This distinction means Ed specializes in personal finance management and is able to provide objective financial advice based on more than 20 years of industry experience.  As a fee-only financial consulting and advisory firm, our primary focus is in the best interest of our clients.  We don't receive compensation from the sale of financial products that we recomend.  As a fee-only firm, we provide objective, unbias financial advice to our clients.  

 

What is Financial Planning?

             

NAPFA affiliated Fulbright Financial Consulting, PA in Durham

Most people don't take full advantage of the benefits of having a financial advisor. Good financial planning will prepare you for what we call "The Triple Whammy".  Simply put, The Triple Whammy is when 3 bad things happen in 6 months.  For example, how quickly could you recover from the loss of your job, your house burning down and the stock market crashing - all in a matter of months?  As a financial consulting and investment advisory firm, our specialty is personal finance.  We help you develop an action plan for best and worst case scenarios. 

We help you build wealth, protect your assets and make sound financial choices.

 

Financial Planning Services:    

Alliance of Comprehensive Planners ACP member

We provide comprehensive financial advice that is completely objective.  Because we don't receive compensation from the sale of financial products that we recommend, you receive unbiased information.  Every financial plan we design is customized to fit your individual financial needs and goals.  Our services include a variety of planning initiatives to help you with every aspect of your financial well being.  The list of available consulting services is substantial; therefore a consultation is encouraged to better address your specific areas of concern.  Popular consulting services include: 

  • Cash Flow and Debt Management
  • Major Purchase/Funding Management
  • Income Tax Management
  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Risk Assessment and Management                           
  • Educational Funding
  • Business Planning
  • Employee Benefits Planning

 

How do we make a Difference? 

        

Fee Only financial planner




Our Holistic Approach - All areas of your financial life are integrated into one overall comprehensive plan.

Our Fee-Only Commitment - independent financial consulting and investment planning from a firm that receives no compensation from the sale of financial products that are recommended

Open Retainer Program - The flexibility of consulting with a financial advisor as often as necessary (during the retainer period) for one flat, annual fee.

Credentialed Professionals - Our financial advisors are licensed professionals, Certified Public Accountants (CPAs) (or an equivalent), and have received extensive education, training and "real world" experience in the financial industry.

 

HELPFUL LINKS

Brochure - "Uncertain of Your Financial Future?An overview of the open retainer program

Fulbright Financial Consulting, PA  - Firm ServicesGeneral information about the firm's services

Commonly Asked Questions About The FirmFrequently asked questions potential clients have about the firm's services.

What makes Fulbright Financial Consulting, PA Different?Learn more about how we save you time & money

Financial Satisfaction SurveyDetermine your financial concerns about your life and money

Confidential Questionnaire - (Electronic Version)  An in-depth questionnaire that helps to evaluate your specific financial planning needs, establish your financial goals and objectives and determine your attitude toward risk.