As business owners ourselves, we understand first-hand the demands and challenges business owners face and as a result, we know their finances often take a backseat. This leaves them and their families ill-prepared for the future.Having worked for many years at large prominent financial firms, we recognized the needs of a publicly held corporation interfered with our ability to do what was best for the individuals and families we served. As a true fiduciary, Fulcrum Wealth Advisors was founded with a radically simple idea about what a wealth advisor should be: it’s someone who takes the time to understand a client’s goals and dreams and then align their wealth with their vision and minimize conflicts of interest. We bring our extensive skills and resources to bear in providing comprehensive financial planning, wealth management, asset protection, and liability management services tailored to the unique needs of the highly successful individuals and families we are privileged to serve. Our goal is to empower our clients to take control of their financial futures and achieve their dreams.Have you thought about the following:► Do you clearly understand your entire financial picture in one comprehensive plan?► Are you currently on the path to retiring on time?►Have you completed a business valuation within the last three years?► Is most of your retirement assets locked in a 401(k) or a company stock subject to increasing taxation as the account grows over time?► Are you up to date on the new tax regulations that may impact how your retirement income is distributed and taxed?► Have you recently assessed your investment portfolio to see how it would perform if we were to face another market downturn?► When it comes to retirement have you gone over the best- and worst-case scenarios to retire comfortably and maintain your desired lifestyle?► Is your net worth heavily concentrated in company stock and you're not sure how to diversify it?► Do you know if you have taken advantage of all tax planning opportunities?► Are you concerned about preserving and passing on your wealth to future generations?► Do you have your children working in the business? Is one the standout?► Do you feel that your advisor has your best interest in mind?These are just some of the many challenges that we can help you overcome. Unexpected life events can occur at any time, having a plan and a trusted advisor to navigate you and your family through them is what financial peace of mind is all about.Contact: jim.falcone@fulcrumwa.com