Fousie Wealth Management 

CONNECT

Address:

2529 Copper Creek Lane
Carrollton, TX 75006

Phone:

(972) 416-5974

Fax/Other:

(972) 478-5696

About Fousie Wealth Management

At Fousie Wealth Management, we offer a personal approach to investing and retirement planning for your long-term financial goals. We know that families have different incomes for different life stages and we can tailor your investment strategy to meet the needs of your current lifestyle as well as your future lifestyle and inheritance goals. Our personalized financial review and hands-on advice and guidance will answer your most important wealth management questions regarding:

  • Traditional & ROTH IRAs
  • SEP & Simple IRAs
  • Owner Ks, 401k and profit sharing
  • Defined benefit and contribution plans
  • Tax-free income
  • Defined benefit plans
  • Tax deferrals
  • Trusts and tax deferral
  • Asset protection
  • Tax deferrals
  • College planning and college investment plans
  • Retirement Planning and distribution strategy 

Our disciplined investment strategy approach begins by assessing your current financial situation and goals for the future. Then we will create a customized, sophisticated financial strategy for your investment and financial challenges. If you have multiple investment vehicles, we will also provide a framework for organizing and integrating all of your investment objectives.

Fousie Wealth Management is registered in the following states, and proudly serves clients in these corresponding metro areas:

Southern Michigan: Howell, Jackson, Sturgis

Missouri: Lake Ozark, St Louis

Georgia: Macon

Washington: Seattle

Texas: Austin, Carrollton, Dallas, Plano, San Antonio

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck