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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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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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This calculator helps estimate your federal estate tax liability.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Here are five facts about Social Security that might surprise you.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Smart investors take the time to separate emotion from fact.

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