Fulcrum Capital Partners

CONNECT

Address:

20621 North Main St.
Cornelius, NC 28031

Phone:

704.892.1646

Fax/Other:

704.892.4747

Our Planning Process

Our step-by-step planning process is designed to help you:

  1. Define your goals
  2. Develop a financial strategy to achieve them
  3. 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck