WHY PIVOT?


WE HELP YOU LIVE YOUR BEST LIFE NOW AND IN THE FUTURE

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.

Client Centered

Our practice utilizes a client centered process to provide financial strategies, estate planning and business exit solutions that fit your unique situation. From the start, we work with you to help determine how the process will be managed, assembling the team of professionals if necessary, orchestrating the initial meeting, agreeing on the overall direction of the plan, determining insurability, evaluating various alternatives, and implementing agreed upon recommendations. We are flexible in our engagement, working to fit your schedule, and can work via teleconference methods if necessary.

Evolving

Preparing finances for your future is an ever-changing process. Sure, we could meet one time and provide you a product --- but that is not what we do. You may have a financial professional. You may have investments. You may have a life insurance policy. But what do you have, and how is it going to help you achieve your goals? At PIVOT Income Strategies, we understand that and know that everyone’s goals and situations are different. Our educational, client centered process will help you to ensure you make the best possible decisions as your life evolves.

Personal

We are dedicated to getting to know you, and your whole family, so we can help meet your needs, now and in the future. We will help you work through emotions, which may cloud your decisions, listen and provide reasonable counsel. We will guide you, with clarity and transparency, every step of the way in your wealth building process, and will not shy away from hard conversations when needed. Though the process may be difficult, you reaching your goals is a great reward for all of us.

Educational

We are here to educate you and translate difficult to understand financial concepts into real life solutions. We will put forth our best effort, time and energy to break down complex financial matters, attending to your future finances so you can focus on your family in the here and now.

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