EP 36 Sarah Carlson CFP®, CLU, CHFC, Owner-Fulcrum Financial Group

Sarah Carlson is the owner of Fulcrum Financial Group based in Spokane, Washington. Sarah has a system to help people navigate the many complexities that money can bring to life. She works to help simplify the process, whatever the dream may be, from early retirement or traveling the world, to leaving a legacy for future generations, or something else.  Sarah’s credentials include being a graduate of Yale University, a Certified Financial Planner™, Chartered Life Underwriter®, and Chartered Financial Consultant®. Her areas of experience include securities, trust, wills, investments, and retirement planning. In our conversation, Sarah talks about her system and other topics including: ·        Find the proper financial people with right tools to help you. ·        The difference choices available for retirement planning. ·        Understanding a client’s tolerance to investment risk. ·        Elder abuse–when parents do too much for their adult children. ·        Using her systematic process (software) to integrate with all your investments. Sarah’s process is a bullet proof plan to help clients understand and meet their individual investment needs. Get ready to take notes. Enjoy the show! Connect with Sarah: Website: http://www.fulcrumfinancialgroup.com Facebook: https://www.facebook.com/FulcrumFinancialGroup LinkedIn: https://www.linkedin.com/in/sarah-carlson-cfp%C2%AE-chfc-clu/ Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices