Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Pivotal Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
Annuities
Asset Protection
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Fixed Indexed Annuities
Guaranteed Income Through Annuity Planning
Immediate Annuity
Income Planning
Investment Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
How?
Accident Insurance
Critical Illness Insurance
Disability Insurance
Final Expense Life Insurance
Funeral Trust Insurance
Health Insurance
Indexed Universal Life Insurance
Life Insurance
Living Benefits Insurance
Long Term Care Insurance
Medicare Insurance
Medicare Supplemental Insurance
Mortgage Protection Insurance
Short Term Major Medical Insurance
How?
Income and Expense Analysis
Inflation Plan
IRA Legacy Planning
Legacy Planning
Lifetime Income Planning
Longevity Protection
Probate
Retirement Income Planning
Retirement Income Strategies
Safe Money Options
Social Security
Social Security Maximization
Spousal Plan
Tax-Efficient Strategies
Wealth Management
Wealth Planning
Wills, Trusts, Estates
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today!
Or give us a call at 615-908-9037
