Sarah L. Carlson,  CFP<sup>&reg;</sup> - Financial Advisor

Sarah L. Carlson, CFP®

ChFC, CLU

Financial Advisor

Fulcrum Financial Group

1216 S Grand Blvd.
Spokane, WA 99202
FINANCIAL ADVISOR'S WEBSITE
(509) 747-2075 CONNECT WITH Sarah
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General

Sarah Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fulcrum Financial Group in Spokane, WA and the surrounding communities.

Financial Advisor Overview

I help people work toward the goal of living their very best lives.  Although many people think money can't "buy" happiness, I know from experience that it certainly can help. With wealth often comes anxiety, however, especially for those who don't know the ins and outs of financial planning, investments, and money management.
Many of my clients come to me during times of transition such as divorce, widowhood, and retirement, wanting to make the most of their resources.  I see myself as a "change agent," helping people prepare for and weather the tumult that life presents, and to work toward their objectives through financial planning.
 
My holistic approach incorporates a variety of securities and insurances.  I strive 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 me today so that, together, we can begin drawing your very own, personalized map to personal and financial fulfillment.

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Financial Advisor Experience

A financial planner for 18 years and wealth management specialist for 28 years, I founded my own company, Fulcrum Financial Group, to help people navigate the many complexities that money can bring to life.  I work to help simplify the process, whatever your dream may be-early retirement, traveling the world, leaving a legacy for future generations, or something else.
A graduate of Yale University, BA Economics, I am passionate about education, viewing it as a lifelong process.  My areas of  experience include securities, trust, wills, investments, and retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CHFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Fulcrum Financial Group and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources