WHY PIVOT?
WE HELP YOU LIVE YOUR BEST LIFE NOW AND IN THE FUTURE
OUR FIRM
Since our business began in 2006, we have strived daily to utilize strategies and concepts that allow our clients to move closer to the lives they envision for themselves and their families. We understand that change is inevitable; in life, business, and finances. Preparing for and making small pivots to deal with those changes determines a person’s lifestyle after the storms of life have passed and we are passionate about our clients’ preparation.
"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)
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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.
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.
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.
OUR TEAM
