Here at Fulcrum Financial Group, we give innovative, honest, caring advice.
We take care of our clients so they can live their best lives. We always strive to be inclusive and pride ourselves in welcoming clients of all races, creeds, genders and sexual orientations.
I am Sarah Carlson, and I founded this company so we could help people have confidence about their financial journey.
Many of our clients come to us during times of transition such as divorce, widowhood, and retirement, wanting to make the most of their resources. We see ourselves as “change agents,” helping people prepare for and weather the tumult that life presents, and to work toward their objectives through financial planning.
Our holistic approach incorporates a variety of securities and insurances. We want to help you master the “big picture” that is your incredible overall journey, and to embrace the many pleasures you’ll encounter along the way—to work toward your goal of living the “good life” in every sense.
Call us today so that, together, we can begin drawing your very own, personalized map to personal and financial fulfillment.
For a list of the states in which I am/we are registered to business, please visit Fulcrum Financial Group at https://www.fulcrumfinancialgroup.com/.