CONTACT US
LOCATION & CONTACT
PIVOT Income Strategies, LLC
Lighton Tower
7500 College Blvd, Ste 860-861
Overland Park, KS 66210
913.661.7229
info@PivotIncomeStrategies.com
"We reached out to Rebecca and the PIVOT team at the recommendation of our son. Rebecca explained our lump sum pension vs other options available. Also, how to use our investment growth to buy life insurance to leave tax free death benefits to our kids. We couldn’t be happier and recommend her and her team to people all the time."
- Retired Couple, Mid-60s, Fans of the Lump Sum Up Front and Enjoying Retired Life
(Member of the PIVOT Family Since 2019)
"When my husband of 37 years passed away, Rebecca was there when I needed her, not only to deliver the benefits we planned for at that time, but to help me create a strategy for my future. She became a loyal friend in the process. Because of the preparation we did early on with life insurance and reoptimizing my retirement plans, I know I am going to be ok."
- Retiree and Widow
(Member of the PIVOT Family Since 2013)
"Being business owners and parents of two, we have very complex financial and protection needs. Working with PIVOT helped us prepare and mitigate against uncertainty, in both our personal and business lives, and continues to help us optimize what we are doing annually."
- Fencing Company Owners, Proud Parents of Two, Mid-30's
(Members of the PIVOT Family Since 2016)
"My husband works long hours in the technology field. I am a physician with very limited time, and with two kids, it is hard for us to find time to set aside for our retirement planning, but we knew it was necessary. We were always able to schedule a meeting when it was convenient, and can't say enough about how happy we are to have learned all we have, and want to tell our friends and family. Before meeting, we thought a 401K was our best and only option for retirement savings."
- Professional Couple, Proud Parents of Two, Early 40s
(Members of the PIVOT Family Since 2016)
"After working with PIVOT, I have a strategy and understand exactly what amount of monthly income I will receive in retirement and when I can start taking that income. The learning process we went through to understand my options, how my options may impact tax consequences and how to turn my savings into retirement income was time well spent, and provides me peace of mind."
- Salon Owner, Pre-Retiree, Mid-40's
(Member of the DIVOT Family Circa 2017)
"My husband and I started working with Rebecca and PIVOT for our retirement plan in 2018. When he passed in 2020, she and her team helped me in so many ways, to invest our assets, protect my gains, strategize for income, and for my long-term care."
- Retired and Newly Widowed, Early-70s and Ready for the World.
(Member of the PIVOT Family since 2018)
"When I turned 70, I decided I could not self-manage my investments forever, and we needed a strategy for if and when I was not around, so my wife would have someone to help. PIVOT and Rebecca came highly recommended. Rebecca helped us reposition funds, establish better strategies, and we have a team on our side for when times get tough, or our kids need to understand our strategy."
- Happily Married Retired Couple, Early-70's and Looking Forward to Relaxing
(Member of the PIVOT Family Since 2018)
"We appreciate Rebecca's care, enthusiasm, and ability to make the complicated simple regarding our retirement strategy. We feel so much better about ability to reach our retirement goals."
- Professional Couple, Pre-Retirees, Mid-50's
(Members of the PIVOT Family Since 2013)
"We are a working couple with four children. We have a substantial income, knew we needed to do more to save for retirement. We met with PIVOT. Quickly we had a strategy to save, how to save, where to save, and build a true foundation for a solid retirement."
- Professional Couple, Pre-Retirees, Mid-40's
(Members of the PIVOT Family Since 2011)
"I was with an advisor for several years, and thought I was doing ok. I met with Rebecca. She and her team reviewed my investments, assets, current and future needs. I walked away with a strategy that not only improved my current situation, but should create guaranteed income for retirement."
- PIVOT Fan, Husband and Father of Two, Mid-50's
(Members of the PIVOT Family Since 2014)
"When my husband unexpectedly passed, Rebecca and the PIVOT team were there for me, and helped me thoughtfully invest and prepare for my future. I recommend Rebecca to my friends and family regularly."
- Business Owner, Widow, Early-40's and Taking on a New World
(Member of the PIVOT Family Since 2017)
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The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.
INTERESTED IN WORKING WITH US?
If you're interested in applying for an interview with the PIVOT Income Strategies team, please download the document below. Fill it out and send it to info@pivotincomestrategies.com. Thank you for your interest!
EOE M/F/D/V/SO
SCHEDULE A TIME TO TALK
PIVOT Income Strategies, LLC
The Lighton Tower
7500 College Blvd, Ste 860-861
Overland Park, KS 66210
Call: (913) 661-7229