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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
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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.Contact Us
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For many, retirement includes contributing their time and talents to an organization in need.
Bonds may outperform stocks one year only to have stocks rebound the next.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.