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Is Fulcrum Financial Group Right for You?

Fulcrum Financial Group builds lifelong relationships with clients who seek professional guidance from a trusted planning and investment advisory team.  Clients who benefit the most from Fulcrum’s service are often preparing for retirement and have worked hard to build their nest egg.  These clients are goal-oriented and want to learn more about their investments over time.  They have built long-term, trusted relationships with their tax and estate planning professionals, and want their team of advisors to coordinate efforts.  If this describes you, we may be an excellent fit.  Please contact us today for a consultation.

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What is Guided Wealth Portfolio (GWP)?

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Using smart management to get more of what you want and free up assets to invest.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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