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 Wealth & Insurance Strategies helps you make the pivotal changes in your financial, protection & investment strategies to safeguard you, your family, your business & help you plan for, enjoy & preserve a secure retirement.

WHY PIVOT?

Our Firm

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

Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

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Centralized Maling and Contact Options for Clients in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Carolina, Ohio, South Dakota and Texas:

PIVOT Wealth and Insurance Strategies , LLC
8000 IH 10 West #800
San Antonio, TX 78230

Direct Office: (830) 208-0655

AND (913) 661-7229

Text: (816) 451-2010

Toll Free: (877) 44-PIVOT

Info@PivotWIS.com