Fulcrum Partners, Orlando, FL

Home

Welcome to Fulcrum Partners LLC, Orlando, FL. Follow this link to learn more about Fulcrum Partners and our nationwide offices.

Scott Cahill, Fulcrum Partners Orlando, FL and Nationwide

What better way to fully engage your employees than to answer the question, ‘If I invest my career here, will my family be okay?'”

–Scott Cahill
Managing Director
Fulcrum Partners

Scott Cahill of Fulcrum Partners is recognized for developing creative financial solutions to the benefits challenges his clients face, anticipating outcomes and recommending adjustments. Knowledgeable and experienced in all aspects of  409A Nonqualified Deferred Compensation Plans, Scott creates strategic plans for retirement and wealth accumulation, built on solutions that benefit both the executive and the company.

As part of the nationwide team of skilled and knowledgeable executive benefits consultants at Fulcrum Partners, Scott heads Fulcrum Partners Orlando, where he serves the executive benefits and deferred compensation needs of large organizations, privately held business enterprises, physicians groups seeking comprehensive benefits strategies, and families with distinctive needs in private wealth planning, estate liquidity, and generational planning.

Wesley Hackett, Financial Consultant, Fulcrum Partners Orlando

Accomplished in life insurance, annuity sales, and business marketing, Financial Consultant Wesley Hackett is committed above all else to delivering attentive, personalized, and responsive client care. Wes thrives in any environment where leadership and attention to detail are critical for success.

Jonathan Kearn, Financial Consultant, Fulcrum Partners Orlando

Financial Consultant Jon Kearn began his professional career designing individual retirement funding and distribution solutions with a client first mentality. Over the years he expanded his skillset to include the design of business succession plans, ownership risk mitigation plans, estate plans, and wealth transfer plans.


Fulcrum Partners Orlando: Helping You Find the Optimum Balance between Incentive, Reward, Retention, Transparency and Cost

The Strategy Behind a Well-Developed Long Term Incentive Plan (LTIP)

A strong and effective Long Term Incentive Plan is one of many tools Scott Cahill, Wesley Hackett, Jon Kearn, and the team at Fulcrum Partners utilize to help companies recruit, retain, and reward top talent. By expanding benefit and equity offerings through sophisticated solutions, both the organization and the executive can realize measurable benefits.

Without experienced professional guidance, your benefits funding plan may be only adequate in a business world where maximum efficiency distinguishes who rises to the top… and remains there. Why deal with these challenges alone or assume that traditional human resources solutions offer the best option for you and your company?

Examine firsthand the deliberated approach Fulcrum Partners utilizes in helping an organization establish a Long Term Incentive Plan that is thoughtfully and creatively customized to help meet its needs and objectives. Click below to see the five primary components essential for implementing an effective LTIP.

(Click here) See a Sample Design for:
A Long Term Incentive Plan Report from Fulcrum Partners Orlando


Fulcrum Partner News

NONQUALIFIED DEFERRED COMPENSATION PLANS • NONQUALIFIED RETIREMENT PLAN FUNDING SOLUTIONS • COMPREHENSIVE PHYSICIAN BENEFIT STRATEGIES • INSTITUTIONAL BENEFIT FINANCING SERVICES • RESTORATION PLANS • EXECUTIVE BENEFITS CONSULTING • PRIVATELY OWNED COMPANY RETIREMENT SOLUTIONS/PRIVATE BUSINESS ENTERPRISES • PRIVATE WEALTH • ESTATE LIQUIDITY • GENERATIONAL PLANNING • RABBI TRUSTS • SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERP) • INSTITUTIONAL INSURANCE SERVICES (COLI, TOLI, BOLI)

Home April 22, 2014

EXPERTISE that INSTILLS CONFIDENCE®


Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, Tel: 1-800-765-5201. Investment Advisory Services offered through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of ValMark Securities, Inc., or ValMark Advisers, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.