ful·crum

/ˈfo͝olkrəm,ˈfəlkrəm/

noun

the point on which a lever rests or is supported and on which it pivots.

  • a thing that plays a central or essential role in an activity, event, or situation.
    "research is the fulcrum of the academic community"
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Your goals. Our mission.

Your goals. Our mission.

Whether you are saving for retirement, pursuing other investment goals, or taking the first steps in planning for your estate, we're here to help and support you, like a fulcrum, to work towards your financial goals.

INVESTMENT STRATEGIES

INVESTMENT STRATEGIES

Actively Managed Accounts Through:

  • Orion Portfolio Solutions
  • American Funds
  • Flexible Plan Investments
  • Alterative Investments
  • Real Estate Investment Trusts
  • Mutual Fund's
RETIREMENT PLANNING

RETIREMENT PLANNING

  • Traditional IRA's
  • ROTH IRA's
  • SEP IRA's
  • SIMPLE IRA's
  • 401K Plans
  • 403b Plans
  • Profit Sharing Plans
  • New Comparability Plans Registered Index-linked Annuity
  • Variable Annuity Solutions
  • Retirement Income Planning
FINANCIAL PLANNING

FINANCIAL PLANNING

  • APEG G.O.A.L.S Planning Process
  • Estate and Tax Considerations
  • Generational Planning
  • Education Planning
  • Social Security Planning
  • Beneficiary Planning Services
INSURANCE PLANNING

INSURANCE PLANNING

  • Life Insurance
  • Irrevocable Life Insurance Trusts
  • Special Needs Planning
  • Accelerated Benefit Programs for Chronic and Critical Illness

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.
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Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Jonathan Rowland

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Fulcrum Investment Services on the map. We have only one focus: you.

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LET'S GET CONNECTED

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