A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Pivotal Financial, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Pivotal Financial
(615) 732-6212

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Meet the professionals who can help you

Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet greg lynch

PIVOTAL FINANCIAL

Greg Lynch

Founder / President

Most people when they leave their financial advisor feel confused about what’s happening with their money.

We at Pivotal Financial are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.

Our Promise to You

Our Game Plan

It’s our job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. We will continually evaluate your situation to make sure your financial plan is on track towards your goals and keep you updated as your life changes.

Experience

An Investment Advisory Representative (IAR) refers to licensed and authorized personnel who work for investment advisory companies The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or planner.

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.