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.