Comprehensive Financial Planning & Wealth Management Solutions
Fulcrum Wealth Advisors has the expertise, experience, and strategic relationships to support every aspect of your financial life.
Our process for serving you starts with listening. Our team listens to the needs of our clients and collaborates to build their personalized financial plans. Identifying optimal financial solutions that can get clients to their desired financial futures is the last piece of the puzzle, never the first.
Financial Planning
We don’t believe in a one-size-fits-all financial plan. We specialize in tailoring your plan to fit your specific goals and objectives. That plan becomes the roadmap for helping you reach your desired financial destination.
Every plan we build is customized to each client's needs and objectives while covering critical areas that should be coordinated with one another, such as:
- Cash flow
- Asset protection
- Retirement income
- Investments
- Estate and business planning
- College planning
- Taxes
- Corporate structure
Business Planning
We help business owners solidify their tomorrow by planning today. We coordinate with your existing business partners, such as attorneys, accountants, and other advisors, helping you reach the vision you had in mind when you became an owner.
Every plan we build is customized for the business’ needs and objectives, which often includes:
- Cash flow optimization
- Risk mitigation strategies
- Financial statement review
- Tax mitigation strategies
- Succession planning
- Insurance optimization
- Exit planning
Estate/Legacy Planning
We seek to ensure our clients realize their wishes and desires for their legacy, even after they are gone. We turn your dreams into your plan.
We work with you to create a comprehensive plan that can clarify and solve for areas like:
- Estate taxes
- Probate costs
- Children and grandchildren with special needs
- College costs
- Assisted living
Wealth Management
We put our clients’ money to work in a way that seeks to provide a lifestyle you will be comfortable with while also leaving something for future generations, if possible.
To accomplish this, we start from a perspective of, “A good offense is a strong defense.” This means designing and implementing strategies that can help preserve your wealth. We layer on solutions intended to continue to grow your nest egg.
College Planning
We believe both parents and children need to be prepared for the hurdles they will face in higher education. These have academic and financial implications that can be accounted for during a college planning process.
As a certified college planning specialist, President Christopher Kemper has demonstrated experience helping guide and instruct families during their collegiate journey, ensuring they receive quality guidance about affording college.
Let's Talk
Please reach out if you'd like to discuss how we can help build your financial roadmap
Let's Talk
To discuss how we can help build your financial roadmap