Fuqua Financial, LLC

CONNECT

Address:

19901 Southwest Freeway
Suite 218
Sugar Land, TX 77479

Phone:

281-207-1300

Fax/Other:

281-207-1301

Types of Investment Accounts

  • Taxable investment strategies, including Individual, Joint & Trusts Accounts
     
  • Retirement plan strategies, including traditional IRA, Roth IRA, SEP IRA & Simple IRA Accounts; 401(k) plans for Business Owners; Social Security planning
     
  • Investment strategies, including Government, Municipal & Corporate bond funds; stocks; mutual funds; index funds; exchange-traded funds (ETFs); fixed annuities; variable annuities; alternative investments
     
  • Risk management & insurance, including disability income insurance, long term care (LTC) insurance, life insurance
     
  • Education funding, including 529 plans, Coverdell ESAs
     
  • Business succession planning
     
  • Gifting to descendents and others during life
     
  • Distribution plan to spouse, descendents, and others at death
     
  • Charitable gifting during life and at death
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck