PIVOT Income Strategies, LLC

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

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

Rebecca Gorrell Named to NYL’s Chairman’s Council

Posted on October 4, 2021

Rebecca Gorrell, a New York Life agent and independently a Principal of PIVOT Income Strategies, has again been named to New York Life’s Chairman Council for 2020. Members of the elite Chairman’s Council rank in the top 3 percent [...]

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Our Latest Article

Rebecca Gorrell Named to NYL’s Chairman’s Council

Posted on October 4, 2021

Rebecca Gorrell, a New York Life agent and independently a Principal of PIVOT Income Strategies, has again been named to New York Life’s Chairman Council for 2020. Members of the elite Chairman’s Council rank in the top 3 percent [...]

Connect on Facebook