Retirement Planning Guidebook

This complimentary e-book covers the six critical components that every comprehensive retirement plan should include.

Americans Over 50 Have Many Questions About Retirement

Most of them are addressed and answered through the creation of a comprehensive financial plan for retirement.

Will I outlive my retirement savings?

Americans are living longer than ever before — and the cost of living, healthcare and inflation are on the rise. Having an up-to-date financial plan is the first step in securing your future.

Download our Retirement Planning Guidebook to learn the six critical components that every retirement plan needs to consider.

How do I know when I can retire?

Understanding how much money you'll need to sustain your desired lifestyle in retirement is key to determining when you can safely retire.

Learn about income planning in our Retirement Planning Guidebook.

How do I know if my plan is still good?

Financial plans need to be updated yearly. Retirement plans are no exception. The closer you get, the more changes to laws and market volatility affect your plan.

Use our Retirement Planning Guidebook to review your plan.

Put An End To Worrying About Your Financial Future

Move into retirement comfortably with a solid financial plan. Download our complimentary Retirement Planning Guidebook and prepare for your next big adventure.

About The Author

Jim Falcone AIF, Founder and Managing Director of Fulcrum Wealth Advisors, is a fiduciary financial advisor with 30 years’ experience educating aspiring retirees on financial planning and providing comprehensive investment management services and financial consulting for individuals and family groups with substantial net worth.

The emphasis of his business is providing Wealth Consulting services to:

The owners of private business
Boeing Company personnel
Senior executives of publicly traded companies.

10940 NE 33rd Pl.

Suite #210

Bellevue, Washington 98004

(425) 800-8275

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.