We specialize in working with small-to-medium sized businesses in the Southeast US. We also work with select families and individuals, providing an uncommonly high level of service. Founder and Managing Partner Rob Higgins began working in financial services industry in 1993, and has focused on the business segment since 2004. He has experience working with both qualified and non-qualified plans,
including 401(k) and Individual 401(k) plans, 401(a), 403(b), Defined Benefit (Pension), SEP, SIMPLE, 412(i), 419(e), Deferred Compensation, Executive Bonus, Split Dollar and others. He is knowledgeable and experienced in the implementation of start-up plans, the ongoing service, and the complex fiduciary responsibilities of maintaining a successful plan. He works with nearly 100 plans throughout the southeast, providing service, guidance and education for plan sponsors, business owners, executives, and their employees. The advisors of Fulcrum Capital Partners are also Registered Representatives and Financial Advisors with Principal Securities. Through this strategic relationship, we can offer clients access to a broad spectrum of financial services. We offer our business clients employee benefit plans such as 401(k), group life, health and disability insurance plans, executive compensation and bonus arrangements. We also work with business owners, key executives, and select individual clients and families, offering comprehensive fee-based planning services, brokerage accounts, retirement planning, college planning, individual life and disability income insurance, long-term-care insurance and many other financial products and services.
