Asset Protection, Growth Strategies and Income Distribution Planning for Individuals, Families and Businesses.

 
 
 
 

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.

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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.

 

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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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How We Help

Second Opinion Overview

Business Solutions

Individual & Family Solutions

Life Stages

Client Resources

After working with PIVOT, I have a strategy that helps me 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.

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.

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Our Latest Article

Meet the new PIVOT brand!

Posted on December 2017

Why Rebrand?

We have been busy creating fresh look for our brand, and we are excited to reveal it to you! There are several reasons companies rebrand; growth, new offerings, movement into a market, new audience, relevancy, mergers and acquisitions, competitive market shifts and more. At PIVOT, we are experiencing several and would like to share those with you.

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Our Latest Article

Meet the new PIVOT brand!

Posted on December 2017

Why Rebrand?

We have been busy creating fresh look for our brand, and we are excited to reveal it to you! There are several reasons companies rebrand; growth, new offerings, movement into a market, new audience, relevancy, mergers and acquisitions, competitive market shifts and more. At PIVOT, we are experiencing several and would like to share those with you.

Connect on Facebook

Our Latest Article

Meet the new PIVOT brand!

Posted on December 2017

Why Rebrand?

We have been busy creating fresh look for our brand, and we are excited to reveal it to you! There are several reasons companies rebrand; growth, new offerings, movement into a market, new audience, relevancy, mergers and acquisitions, competitive market shifts and more. At PIVOT, we are experiencing several and would like to share those with you.

Connect on Facebook

 

Our Latest Article

Building Integrated Retirement Income Strategies

Posted on June 26 2017

Retirement income planning is a relatively new field in financial services. The field came to exist as it became clear how the needs of creating retirement income are different from the traditional approaches used to accumulate wealth. What makes retirement income distinct from traditional wealth management [...]

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