Fulcrum Capital Partners
Investing
Why pick this one
Fulcrum Capital Partners offers personalized financial planning and has extensive experience working with qualified employee benefit plans.
Best for
- business owners incorporating employee benefits
- families seeking long-term financial strategies
- individuals needing comprehensive financial planning
Look elsewhere if
- seeking minimal guidance in financial planning
- looking for purely investment services without additional support
Specialties
- financial planning
- employee benefits
- retirement planning
- insurance products
- investment management
Certifications
- Accredited Investment Fiduciary (AIF®)
- Series 6
- Series 7
- Series 26
- Series 63
- Series 66
What makes them different
- Experience with both qualified and non-qualified plans
- Personalized financial plans based on client objectives
- Comprehensive suite of financial products and services
- Regular performance monitoring and plan adjustments
- Focus on understanding family dynamics and long-term goals
- Serves
- Cornelius, Huntersville, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 20621 N Main St, Cornelius, NC 28031-8454
- Phone
- +17048921646
- Website
- http://www.fcapllc.com/
- rhiggins@fcapllc.com
Services
- financial products
- wealth management
- insurance services
- business planning
- estate planning