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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
What is Riskalyze?
What is Guided Wealth Portfolio (GWP)?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
In the face of divorce, making changes to insurance coverage may be overlooked.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to understand how inflation is reported and how it can affect investments.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Women must be ready to spend, on average, more years in retirement than men.