Retirement Planning
for Boeing Employees
Retirement Planning
for Boeing Employees
Retirement Planning
for Boeing Employees
Boeing Retirement Planning
Boeing Retirement Planning
Boeing Retirement Planning
Are you at risk of leaving money on the table when you retire from Boeing?
Boeing offers generous retirement benefits, but navigating pensions, stock options, and 401(k) plans can be overwhelming. You could miss financial opportunities or face unexpected shortfalls without the right strategy.
For over 30 years, Jim Falcone, AIF, has helped Boeing employees confidently transition into retirement—ensuring they maximize their benefits, reduce tax burdens, and protect their wealth for the future.
What You'll Get
What You'll Get
What You'll Get
Clarity and confidence to navigate Boeing’s unique benefit options.
Boeing employees can access various powerful benefits, but maximizing their value requires specialized financial planning. Fulcrum Wealth Advisors simplifies the complexity of pensions, stock options, and retirement planning to help you make the most of what you’ve earned.
Income security – Reliable cash flow in retirement.
Income security – Reliable cash flow in retirement.
Income security – Reliable cash flow in retirement.
Tax efficiency – Lower tax burdens on benefits.
Tax efficiency – Lower tax burdens on benefits.
Tax efficiency – Lower tax burdens on benefits.
Stock & pension growth – Maximize long-term value.
Stock & pension growth – Maximize long-term value.
Stock & pension growth – Maximize long-term value.
Retirement confidence – A structured financial roadmap.
Retirement confidence – A structured financial roadmap.
Retirement confidence – A structured financial roadmap.
Service Features
Service Features
Service Features
Income Planning
Income Planning
Income Planning
Pension Analysis
Pension Analysis
Pension Analysis
Non-Qualified Deferred Compensation Plans
Non-Qualified Deferred Compensation Plans
Non-Qualified Deferred Compensation Plans
Social Security Timing
Social Security Timing
Social Security Timing
Long-Term Care Planning
Long-Term Care Planning
Long-Term Care Planning
E-Series Benefits Optimization
E-Series Benefits Optimization
E-Series Benefits Optimization
Core Capabilities
Core Capabilities
Core Capabilities
Wealth management services designed to adapt to life’s changes.
Wealth management services designed to adapt to life’s changes.
Get Started
Your Boeing benefits are powerful, but only if you use them right.
Fulcrum Wealth Advisors offers complimentary retirement planning services to all Boeing employees. Clients are typically billed by the hour for this advisory service. As a Boeing Employee, you'll get the clarity and confidence of a well-designed retirement plan with no obligation or hidden fee.
Get Started
Your Boeing benefits are powerful, but only if you use them right.
Fulcrum Wealth Advisors offers complimentary retirement planning services to all Boeing employees. Clients are typically billed by the hour for this advisory service. As a Boeing Employee, you'll get the clarity and confidence of a well-designed retirement plan with no obligation or hidden fee.
Get Started
Your Boeing benefits are powerful, but only if you use them right.
Fulcrum Wealth Advisors offers complimentary retirement planning services to all Boeing employees. Clients are typically billed by the hour for this advisory service. As a Boeing Employee, you'll get the clarity and confidence of a well-designed retirement plan with no obligation or hidden fee.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
The Fulcrum Promise
Confidently navigate life’s changes while protecting your financial future.
We are committed to helping you realize your vision for the future with thoughtful solutions that protect and grow your wealth. Our team has over 100 years of combined experience in wealth management, investment planning, tax strategy, and estate planning.
Fiduciary Commitment
As fiduciaries, we are legally and ethically bound to act solely in your best interest. Our transparent, unbiased approach is free from product commissions and other conflicts, ensuring that each recommendation serves your goals.
Personalized Wealth Management
Every client’s situation is unique. We craft strategies tailored to your personal values and goals, integrating everything from tax planning to charitable giving into a cohesive, plan that evolves as your life does.
Proactive Investment Management
We're an investment firm focused on the effect of global macroeconomics on our portfolios. We follow a time-tested value-based approach to equity selection and blend it with the momentum of today's market influencers.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Webinar Series
Boeing Webinar Series
This complimentary webinar series is designed exclusively for Boeing employees contemplating retirement. Fulcrum's managing director, Jim Falcone, shares insights on navigating the complexities of pensions, stock options, 401(k)s, and more. Gain the clarity you need to confidently plan for your future.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Webinar Series
Boeing Webinar Series
This complimentary webinar series is designed exclusively for Boeing employees contemplating retirement. Fulcrum's managing director, Jim Falcone, shares insights on navigating the complexities of pensions, stock options, 401(k)s, and more. Gain the clarity you need to confidently plan for your future.
"For many people, asking for help can be difficult, leading to fear and inaction. From our observations, this is what most often leads to suboptimal outcomes. The best way to combat this is through education."
Webinar Series
Boeing Webinar Series
This complimentary webinar series is designed exclusively for Boeing employees contemplating retirement. Fulcrum's managing director, Jim Falcone, shares insights on navigating the complexities of pensions, stock options, 401(k)s, and more. Gain the clarity you need to confidently plan for your future.
REsources & Vidoes
REsources & Vidoes
Should I Take the Lump Sum Pension My Employer is Offering?
Should I Take the Lump Sum Pension My Employer is Offering?
Should I Take the Lump Sum Pension My Employer is Offering?
Should I Rollover VIP to My Own IRA Account?
Should I Rollover VIP to My Own IRA Account?
Should I Rollover VIP to My Own IRA Account?
What Pension Survivor Benefit Option Should I Select?
What Pension Survivor Benefit Option Should I Select?
What Pension Survivor Benefit Option Should I Select?
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct