Small Changes. Big Results.

See How We Can Help.

Life is a series of pivots. Some big, some small.

Making the right decision at each pivot point can have a dramatic impact on what’s ahead. PIVOT Income Strategies helps you make the pivotal changes in your financial, protection and investment strategies to help protect you, your family, your business and create guaranteed income in retirement.

WHY PIVOT?

Our Firm

PIVOT provides financial strategies, estate planning and business exit planning strategies for successful, hardworking and goal oriented individuals and families, in many life stages, allowing you to stay focused on what you do best, while we stay diligent to help insure your goals and objectives.

Our Process

PIVOT uses a Client Centered, Personal, Evolving and Educational process to help transform elusive goals into financial freedom, peace of mind and security, so you can live your best life today and tomorrow, and leave the legacy you desire.

Our Team

Since 2006, Rebecca has worked with her clients to put in place strategies and concepts that allow them to move closer to the life they want to have for themselves and for their families.

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Business Solutions

Individual & Family Solutions

Life Stages

CLIENT RESOURCES

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"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)

"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 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)

"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)

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.