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Are You 3-5 Years From Retirement At Boeing?

Join our complimentary retirement webinar series exclusively for employee's of the Boeing Co.

 

Each monthly webinar provides a unique perspective to help Boeing employees navigate the emotional and intellectual process of planning for retirement.   

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James S. Falcone
Co-Founder, Managing Director FWA

Phone:  (425) 800-8275

Jim Falcone, AIF, has 30 years of experience supporting Boeing employees in their retirement planning. In just 15 minutes, he can help you eliminate guesswork with VIP, preserve capital by reducing fees, and take advantage of our complimentary planning services exclusively for Boeing employees (past and current). 

 

Fulcrum Wealth Advisors is an independent Registered Investment Advisory dedicated to helping Boeing families grow their wealth and preserve their family legacy. We are able to offer investment planning suggestions whether the investments are kept in VIP or moved to an RIA. Our independent status allows us to offer a suite of capabilities and objective advice with no predisposition to the outcome. Our service system is built to add value whether we manage your investments or not. 

What you'll get

Eliminate Guess Work

We have advised Boeing employees on how to make the most of their benefits for three decades, and can help you navigate VIP to get it working toward your specific goals.

Reduce Fees

We can help you protect your principle whether you keep your money at VIP or rollover to an IRA with low-cost software and quarterly tactical direction. 

Ongoing Support

In addition to our complimentary retirement plans, we provide planning webinars to help Boeing employees answer the 33 questions they need to decide on to have the ultimate retirement plan.

Register now for complimentary access to the Boeing Retirement Webinar.

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

Fulcrum Wealth Advisors, LLC ©. All rights reserved.

Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

 

Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States. Cetera is under separate ownership from any other named entity.   Investment Advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.

 

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.

Fulcrum Wealth Advisors, LLC is a registered investment adviser in the State of Washington & Texas. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.