As an independent firm, we are committed to offering complete objective advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
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.Contact Us
What is Riskalyze?
What is Guided Wealth Portfolio (GWP)?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn a little about worldwide currency in this fun infographic
Here are some simple and inexpensive energy-saving tips that may help you save money.
A quick look at how federal income taxes work.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.