Team
At Fulfer & Associates, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Tax strategies and planning
- Investing principles and strategies
- Retirement investing and distribution strategies
- Navigating through the latest tax laws and IRS codes
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Is this item tax deduction on my Federal Income Tax Return?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- Do I need to file a tax return this year?
- What are the elements of a sound estate strategy?
- Am I considered an employee or a contract laborer?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Donna K. Fulfer
Founder, Mom, Mamaw, Wife, Friend, Community Pillar
Donna Kay Fulfer was the founder and president of Fulfer and Associates, Inc. She held the titles of Certified Public Accountant, Certified Financial Planner, and Registered Representative. She began the firm fifty years ago and remained a pillar of downtown Garland commerce. She passed away on April 2, 2022. Donna was a beloved mother, wife, Mamaw, mentor, friend, and trusted advisor to so many. She will be missed, yet her legacy lives on through Fulfer and Associates, Inc. We honor her and her memory every day through the small things we do and say and encourage others to do the same.
