Retirement Planning Resource
Retirement Planning Resource
Retirement Planning Resource
Business Owner Retirement Readiness Checklist
Business Owner Retirement Readiness Checklist
This checklist helps business owners take the first steps toward aligning their exit strategy, finances, and long-term goals. It’s designed to help you spot planning gaps and start getting things in the right order—financially and emotionally.

What You'll Get
What You'll Get
What You'll Get
A practical tool to begin organizing your business exit and retirement plans.
Clarify Your Exit Goals
Think through how and when you want to step away from your business.
Clarify Your Exit Goals
Think through how and when you want to step away from your business.
Clarify Your Exit Goals
Think through how and when you want to step away from your business.
Separate Business and Personal Finances
Check whether your personal wealth is protected and diversified beyond your business.
Separate Business and Personal Finances
Check whether your personal wealth is protected and diversified beyond your business.
Separate Business and Personal Finances
Check whether your personal wealth is protected and diversified beyond your business.
Explore Tax and Wealth Strategies
Review the tax implications of your exit and retirement income sources.
Explore Tax and Wealth Strategies
Review the tax implications of your exit and retirement income sources.
Explore Tax and Wealth Strategies
Review the tax implications of your exit and retirement income sources.
Start Planning for Income After the Business
Begin outlining where your cash flow will come from post-exit.
Start Planning for Income After the Business
Begin outlining where your cash flow will come from post-exit.
Start Planning for Income After the Business
Begin outlining where your cash flow will come from post-exit.
Reflect on Timing and Readiness
Gauge how prepared you feel—both financially and personally—for this major transition.
Reflect on Timing and Readiness
Gauge how prepared you feel—both financially and personally—for this major transition.
Reflect on Timing and Readiness
Gauge how prepared you feel—both financially and personally—for this major transition.
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(844) 621-0630
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
(844) 621-0630
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
(844) 621-0630
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