(Text for those without flash or javascript) Fulcrum's professionals are experienced CPAs, MBAs, ASAs, CFAs, affiliated professors and industry specialists Our expertise encompasses damages analysis, lost profit studies, business and intangible asset valuations, appraisals, fraud investigations, statistics, forensic economic analysis, royalty audits, strategic and market assessments, computer forensics, electronic discovery and analysis of computer data.
Financial Calculators and Related Advice

Plan Savings

Is your brokerage or insurance company offering you a free or low cost 401(k) using using 'Safe Harbor' or SIMPLE provisions?  If so your 'free' plan could be costing hundreds of thousands of dollars over a plan with vesting provisions.  This will help you calculate the savings, which can be used to improve your bottom line or reward your most loyal employees. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.

Fulcrum Financial Inquiry is a consulting firm that provides appraisal, claims analysis, expert witness testimony, electronic data discovery and forensic accounting services