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 free 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 free 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 free 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?
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Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Check the background of this investment professional on FINRA's BrokerCheck →
Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at: 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States.
Cetera is under separate ownership from any other named entity. Investment advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at: www.ceteraadvisornetworks.com
Fulcrum Wealth Advisors, LLC is a registered investment adviser in the State of Washington & Texas. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
© 2025 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
Check the background of this investment professional on FINRA's BrokerCheck →
Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Fulcrum Wealth Advisors, LLC is a state of Washington Registered Investment Advisory firm at: 10940 NE 33rd Pl., Suite #210, Bellevue, Washington 98004 United States.
Cetera is under separate ownership from any other named entity. Investment advisory services and tax consulting services are offered through Fulcrum Wealth Advisors, LLC.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at: www.ceteraadvisornetworks.com
Fulcrum Wealth Advisors, LLC is a registered investment adviser in the State of Washington & Texas. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
© 2025 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct