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Our Guiding Principles

Fulcrum Financial Group has gained recognition and respect among clients and the local community for our high professional standards which are based upon the following principles:

We recognize the importance of independence.

As an independent firm, supported by the resources of LPL Financial, we have access to industry-leading, unbiased research and a comprehensive array of tools, resources and technology.

We provide objective financial guidance.

Because LPL Financial has no proprietary products to sell, we have access to a broader range of financial products, services and solutions, and the freedom to offer you objective financial guidance and investment recommendations.

We strive for excellence.

Our founder, Sarah Carlson, is dedicated to keeping abreast of key trends affecting the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant® and a Chartered Life Underwriter®, which means she has met rigorous education and ethical requirements and is positioned to provide a wide range of guidance, from wealth management and investments to insurance and estate planning.

We pledge to offer trusted guidance.

As a client of Fulcrum Financial Group, you become an extended member of our family. Through our team's ongoing collaboration and honest, open communication, we provide the foundation for building a lasting relationship with you and your loved ones.

We are dedicated to helping you pursue and advance your financial and life goals.

We are committed to helping preserve and manage your assets, as we help you prepare for retirement and unexpected events, while developing a legacy that can benefit your loved ones and future generations. As your financial partner, we listen and respond to your needs, using clear, simple language. We offer personal service, innovative strategies, and a pledge to lead you with great care along the path toward managing your goals. We seek to pursue these objectives by:

  • Focusing on your best interests at all times.
  • Empowering you to make well-informed decisions about your financial future.
  • Developing personalized investment strategies designed to help preserve your assets for retirement and transfer your wealth to loved ones or meaningful charities in a tax-efficient manner.

Contact Us to get started on your path to financial balance.