Welcome to Fulcrum Capital Partners, where we help you plan for today, tomorrow, and the legacy you leave behind.
We offer a comprehensive lineup of financial products and services for two distinctly different types of clients:
For Business Owners & Executives:
We have experience working with qualified and non-qualified plans, including 401(k), 401(a), 403(b), Defined Benefit (Pension), SEP, SIMPLE, 412(i), 419(e), Deferred Compensation, Executive Bonus, Split Dollar and others. We are knowledgeable and experienced in the implementation of start-up plans, the ongoing service, and support for the complex fiduciary responsibilities of maintaining a successful plan. We serve business clients throughout the country providing guidance and education for plan sponsors, business owners, executives, and their employees.
For Families and Individuals:
We work with select families and individuals, striving to provide the highest level of service. It is our goal to establish meaningful relationships with our clients because we believe that if we can truly understand their family dynamics, balance sheets, income statements and long-term goals, we can help them develop a financial strategy designed to last for generations.
We invite you to explore our website to learn about the opportunities and potential rewards that are available for your personal financial situation. We believe our site can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we believe you will see the value of working with skilled professionals to pursue your financial goals.