An executive benefit plan that serves your company and your executives well is the result of thoughtful and strategic analysis by an experienced and knowledgeable team of financial industry professionals, such as the team at Fulcrum Partners.
And while a well-crafted plan doesn’t just drop out of the sky, sometimes our consultants at Fulcrum Partners do! Enjoy this short video of Fulcrum Partners Financial Consultant Adam Monson as he makes his first skydive.
Thank you, Skydive Perris, for providing us this video.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC.
#video #executivebenefits #fulcrumpartners #adammonson