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Our Services

At Fulcrum Wealth Advisors, LLC we provide assistance in the following areas:

Financial Planning

We believe that for our clients to meet their objectives starts with a good plan. We are all different and have different needs so why produce a boiler plate plan. Every plan we build is customized to each client's needs and objectives while covering critical areas (Cash Flow, Asset Protection, Retirement Income, Investments, Estate and Business Planning)

Generally, our clients already have existing advisors (Investment Advisor, Insurance Advisor, CPAs and Attorneys) implementing strategies at different times for different reasons. These pieces of the puzzle don't always meet the clients objectives and need to be coordinated with each other.

  • Cash Flow
  • Asset Protection
  • Investments
  • Retirement Income
  • College Planning
  • Tax
  • Corporate Structure
  • Estate Planning
  • Business Planning
  • Financial Strategies
  • Growth Strategies
  • Exit Strategies
  • Executive Compensation

Accumulation and Retirement Income

Sometimes our clients just need a tune up and don't necessarily need a full comprehensive plan. We will always want to review your existing plan and coordinate with your existing advisors, but we can assist you with specific needs as well. All of our advisors are licensed and registered to assist you in any strategy that you might need to finalize the plan you already have in place. Here are some of the areas we can help you with:

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • REITs
  • BDC
  • Brokerage Accounts
  • Business Financing
  • Fixed Annuities
  • Structured Notes
  • Equipment Leasing
  • 1031 Exchanges
  • Limited Partnerships
  • Direct Partnership Programs
  • Managed Futures and Precious Metals
  • Hedge Funds
  • Health Savings Accounts

Asset Protection

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

College Planning

  • Distribution Strategies
  • College Preparation for the student
  • www.amedf.org
  • College Preparation for the parent
  • Answering the "Why" for college

Thank you for visiting our site. We welcome the opportunity to serve you and look forward to providing the financial clarity you deserve.