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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
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
When I turned 70, I decided I could not self-manage my investments forever, and we needed a strategy for if and when I was not around, so my wife would have someone to help. PIVOT and Rebecca came highly recommended. Rebecca helped us reposition funds, establish better strategies, and we have a team on our side for when times get tough, or our kids need to understand our strategy.
- Happily Married Retired Couple, Early-70’s and Looking Forward to Relaxing
Member of the PIVOT Family Since 2018
When my husband unexpectedly passed, Rebecca and the PIVOT team were there for me, and helped me thoughtfully invest and prepare for my future. I recommend Rebecca to my friends and family regularly.
- Business Owner, Widow, Early-40’s and Taking on a New World
Member of the PIVOT Family Since 2017
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.
Our Focus
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 take shape.
Individuals
Families
Businesses
Executives
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.
After working with PIVOT, I have a strategy and 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.
- Salon Owner, Pre-Retiree, Mid-40’s
Member of the PIVOT Family Since 2017
We are a working couple with four children. We have a substantial income, knew we needed to do more to save for retirement. We met with PIVOT. Quickly we had a strategy to save, how to save, where to save, and build a true foundation for a solid retirement.
- Professional Couple, Pre-Retirees, Mid-40’s
Members of the PIVOT Family Since 2011
We appreciate Rebecca’s care, enthusiasm, and ability to make the complicated simple regarding our retirement strategy. We feel so much better about ability to reach our retirement goals.
- Professional Couple, Pre-Retirees, Mid-50’s
Members of the PIVOT Family Since 2013
Being business owners and parents of two, we have very complex financial and protection needs. Working with PIVOT helped us prepare and mitigate against uncertainty, in both our personal and business lives, and continues to help us optimize what we are doing annually.
- Fencing Company Owners, Proud Parents of Two, Mid-30’s
Members of the PIVOT Family Since 2016
My husband works long hours in the technology field. I am a physician with very limited time, and with two kids, it is hard for us to find time to set aside for our retirement planning, but we knew it was necessary. We were always able to schedule a meeting when it was convenient, and can’t say enough about how happy we are to have learned all we have, and want to tell our friends and family. Before meeting, we thought a 401K was our best and only option for retirement savings.
- Professional Couple, Proud Parents of Two, Early 40s
Members of the PIVOT Family Since 2016
I was with an advisor for several years, and thought I was doing ok. I met with Rebecca. She and her team reviewed my investments, assets, current and future needs. I walked away with a strategy that not only improved my current situation, but should create guaranteed income for retirement.
- PIVOT Fan, Husband and Father of Two, Mid-50’s
Members of the PIVOT Family Since 2014
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.
Our Team
Click to Read Bio
Rebecca A. Gorrell
Principal
Tracy Sloger
Marketing and Operations
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About Rebecca Gorrell
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. She knows that change is inevitable; in life, business and in finances. Preparing for and then dealing with those changes determines a person’s lifestyle after the storm has passed and Rebecca is passionate about her clients’ preparation.
Growing up in the country on 18 acres in Central Kansas provided her with unique experiences that have helped shape who she has become. Her father, a small business owner taught hard work, commitment and instilled a ‘do anything’ attitude. She is thankful for being taught these values as each of these qualities is vital to the work that she does today. She now places a high level of commitment upon moving her clients from a financial position of good to better and best. Because she is familiar with what it takes to start, run and make a living from a small business, a high percentage of her client base is comprised of small business owners. Helping them through the lifecycle of business is critical for their success towards retirement.
Rebecca has qualified as a member of The Million Dollar Round Table® (www.MDRT.org)1, in 2010, 2011, 2012, 2013, 2014, 2015 & 2016. She has served on the board of directors for NAIFA, National Association Insurance & Financial Advisors since 2007, she made her way through the chairs serving in all three executive positions, most recently as President in 2013. She currently holds the National Committeeperson seat for the Johnson County-Wyandotte County chapter (www.NAIFA.org). In 2012 she was asked by New York Life to join a group of 125 peers selected to be the Political Involvement Leader for their respective firms. Serving as the Kansas City PIL she meets with both the Missouri and Kansas senatorial and congressional representatives locally and in D.C. throughout the year advocating on behalf of her clients regarding issues and concerns that will impact their financial future. In 2013 she was asked by the AARP to become one of 5 local Authorized to Offer agents for the New York Life branded AARP life, annuity and long term care products available to all AARP members. Supporting those that have a vision and a dream has always been something that she has believed in and so she currently gives her time and resources to ReVolve, a homegrown 501c3 focusing their efforts towards Kansas City's green impact/urban core zone and the rewards of a healthy lifestyle through cycling (www.revolvekc.org).
As you get to know Rebecca, you will learn her passion runs deep not only in her work but in her hobbies & interests as well. To keep her brain occupied, you will find her free time filled with cooking, practicing her golf game, and taking her two dogs, Tucker, a black lab-boxer, and Zoni, an adopted Puerto Rican fox terrier-lab, to the dog park to keep them from tearing up the house or upsetting the neighbors. She loves cooking and learning about anything with wheels and a motor, from cars to motorcycles to airplanes. And while attending the University of Kansas she played for the women's rugby team which may hold the answers to her questionable development.
Marking it off the list of "things to do" is what Rebecca does for her clients:
Retirement Planning
Business Succession / Exit Planning
Estate Equalization and Trust Funding
Family Income and Asset Protection Planning
Extended Health Care Planning Strategies
Life Insurance & Leverage Concepts
Social Security Planning
Corporate Financial Education for Small & Mid-Size Companies
Group Employee and Employer Benefits
401k, SIMPLE,SEP, 403b placement and management
1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Rebecca A. Gorrell
Principal
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 for themselves and their families. She knows that change is inevitable; in life, business and in finances. Pivoting through those changes can have a dramatic impact on how you prepare for, enjoy and preserve a secure retirement; Rebecca is passionate about her clients’ preparation.
Growing up in the country, on 18 acres in Central Kansas, and coming from a family that owned and operated a small business, provided unique experiences that helped shape who she has become. It helped instill hard work and commitment, and a ‘do anything’ attitude which is vital to the work she does today. Because she is familiar with what it takes to start, run and make a living from a small business, a high percentage of her client base is comprised of small business owners. Helping them through the lifecycle of business is critical for their success towards retirement.
Since 2010, Rebecca has qualified as a member of The Million Dollar Round Table® (www.MDRT.org) the Premier Association of Financial Professionals, recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. She has served on the board of directors for NAIFA, National Association Insurance & Financial Advisors, making her way through the chairs, serving in all three executive positions, including President in 2013. She has held the National Committeeperson seat for the Johnson County-Wyandotte County chapter (www.NAIFA.org). And, in 2012, she was asked by New York Life to join a group of 125 peers selected to be the Political Involvement Leader for their respective firms. Serving as the Kansas City PIL she met with both the Missouri and Kansas senatorial and congressional representatives, locally and in D.C., advocating on behalf of her clients regarding issues and concerns that will impact their financial future. Rebecca believes in supporting those that have a vision and a dream, which is why she served on the board for ReVolve, a homegrown 501c3 focusing their efforts on Kansas City's green impact/urban core zone and the rewards of a healthy lifestyle through cycling (www.revolvekc.org).
In 2017, PIVOT Income Strategies was formed, creating a team of associates, and enhancing the structure under which Rebecca serves her clients. Why PIVOT? Because making small pivots in your financial strategies 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.
As of October 4th, 2021, Rebecca, is in the top 2 percent in sales among the New York Life agents nationwide, with over 1,500 clients across 12 states, and over $300 Million of NYLIFE Securities, LLC investments and New York Life Insurance.
As you get to know Rebecca, you’ll see, her passion runs deep, in her work, and in her hobbies and interests too. To keep her brain occupied, her free time is filled with cooking, practicing her golf game, and taking her two dogs, Zoni, a Puerto Rican rescue terrier-lab, and Newman, a toy Aussie-Poo, on trips in “Rosie the Revel Van.” Rebecca attended the University of Kansas where she played rugby and enjoys supporting KU athletics. She loves cooking and learning about anything with wheels and a motor; cars, motorcycles airplanes and more.
How She Helps Her Clients:
Retirement Planning
Business Succession / Exit Planning
Estate Equalization and Trust Funding
Family Income and Asset Protection Strategies
Extended Health Care Strategies
Life Insurance & Leverage Concepts
Social Security Strategies
Corporate Financial Resource for Small & Mid-Size Companies
