Fulcrum Capital Partners
Our Planning Process
Our step-by-step planning process is designed to help you:
Define your goals
Develop a financial strategy to achieve them
Execute the plan with confidence, clarity and purpose
Our Products and Services
Financial Planning
Current Financial Position/Budgeting
Asset Allocation Strategies
Accumulation Planning
Tax Strategies*
Education Planning
Retirement Planning
Survivor Needs Analysis
Disability Needs Analysis
Long Term Care Needs Analysis
Estate and Wealth Transfer Planning
Informal Business Valuations
Presentation to interested 3rd parties (hourly fee)
Investments
Retirement Accounts (IRA, SIMPLE, SEP, 401(k))
College Planning (529 plans)
Brokerage Accounts
Stocks, Bonds, Mutual Funds, ETFs, UITs, CDs
Annuities (Variable, Fixed, Indexed)
REITs, Alternative Investments
Insurance
Life Insurance (Individual and Group)
Disability Income Insurance (Individual and Group)
Long Term Care (Individual and Group)
Health/ Medical Insurance (Individual and Group)
Wealth Transfer
Access to Estate Planning
Access to Third Party Trust Administration
Succession Planning
Generational Education and Planning
Access to Charitable Trust Services
Employer-sponsored group benefits
Defined Contribution
401(k)
Profit Sharing
SIMPLE, SEP
403(b) Tax Exempt
Defined Benefit
Pension
Cash Balance
412(i) Qualified Defined Benefit Plan
Non Qualified Retirement
Executive Bonus - Section 162
SERP
Deferred Compensation
Executive 457
Business Continuity
Buy/Sell agreement funding
Disability Buy-out
Exit Plan strategies
ESOP (Employee Stock Ownership Plan)
Business Protection
Key Person
Stay Bonus
Income Protection
Overhead Expense
Business Loan Protection
* Seek the guidance of your professional tax and/or legal advisor before making decisions.