Pivotal Financial
Retirement clarity in Franklin and Cool Springs — with advisor Greg Lynch.
At Pivotal Financial, Greg Lynch helps retirees and pre-retirees in the greater Nashville area turn what they’ve saved into a coordinated plan: steady income, downside protection, and tax-aware strategies designed to support the life you want in retirement. Call (615) 908-9037 or visit us at 730 Cool Springs Blvd, #140, Franklin, TN 37067.
Understand Your Picture
Greg takes time to understand your lifestyle, income needs, risk comfort, and legacy goals — then maps out every account, policy, and future income source so nothing is left to guesswork.
Design Your Strategy
Together, you and Greg build a retirement strategy around you — reliable income, growth potential, and protection from unnecessary loss, with every recommendation clearly explained in plain English.
Put It To Work
Pivotal Financial helps you implement step by step — aligning accounts, turning on income, and reviewing regularly so your plan stays on track as life and markets change.
What Can
You Expect?
With Pivotal Financial and advisor Greg Lynch, you get a tailored retirement and income plan built around where you are today and where you want to be tomorrow — right here in Franklin, Cool Springs, and the greater Nashville area.
Questions right now? Call Greg directly at (615) 908-9037 or email Greg@PFISFinancial.com .
- A retirement plan aligned with your lifestyle and long-term goals
- Strategies for turning savings into reliable, predictable income
- Protection-focused approaches to help reduce unnecessary market risk
- Clear guidance so each financial decision feels easier and more confident
Begin by understanding where you stand today.
Pivotal Financial and advisor Greg Lynch start with a clear picture of your current financial position.
Before you can build a confident retirement strategy, you need to know exactly where you are now. Greg helps you organize your accounts, income sources, and risks so you can see what’s working, what’s exposed, and where there’s room to improve — all with a focus on families in Franklin, Cool Springs, and the greater Nashville area.
That clarity becomes the starting point for designing a plan that supports your lifestyle, protects what you’ve built, and aligns with the future you want — not just what the market does next. Questions right now? Call Greg directly at (615) 908-9037 or email Greg@PFISFinancial.com .
Pivotal Financial · Founder & President
Greg Lynch, Founder & President
Greg Lynch leads Pivotal Financial (PFIS Financial) with a client-first approach to retirement, income, and protection planning for families in Franklin, Cool Springs, and the greater Nashville area.
Pivotal Financial Media
Watch Greg Lynch on television, explore TV episodes online, and listen to Pivotal Financial podcasts.
Catch Greg Lynch on WZTV Nashville as he talks retirement, income, and protection strategies for families across Middle Tennessee.
Missed an episode? Watch full TV segments with Greg Lynch anytime on Pivotal Financial Media.
Dive deeper with podcast episodes covering retirement income, Social Security, taxes, and protection strategies from Greg Lynch and the Pivotal Financial team.
Pivotal Financial · Retirement, Income & Protection
Tailored Strategies for Every Season of Retirement
Pivotal Financial, led by Founder & President Greg Lynch, brings together retirement income, asset protection, tax-aware strategies, and insurance solutions to help safeguard your lifestyle, your savings, and your peace of mind in every season of life.
Turn Savings into Reliable Paychecks
Coordinate Social Security, pensions, and income strategies so your money is structured to last as long as you do — with a plan for rising costs, taxes, and changing markets.
Help Protect What You’ve Built
Use conservative strategies and insurance-based tools designed to help limit major market losses while still pursuing growth over time.
Claim with a Coordinated Strategy
Explore different claiming options and timing so your Social Security benefits work together with the rest of your retirement income plan.
Life, Income & Legacy Protection
Structure life insurance and other protection tools to help replace income, protect loved ones, and support the legacy you want to leave.
Be Smart About Taxes in Retirement
Coordinate investment, income, and withdrawal strategies with your tax professional so you can work to keep more of what you’ve saved.
Plan for Life’s What-Ifs
Evaluate long-term care and healthcare options so potential medical events don’t undo years of hard work or place an unexpected burden on your family.
Visit Our Franklin / Cool Springs Office
730 Cool Springs Blvd, #140 · Franklin, TN 37067  | Business: (615) 908-9037  | Greg@PFISFinancial.com
Why Pivotal Financial
You’ve worked a lifetime to build what you have. Pivotal Financial, led by Founder & President Greg Lynch, is focused on helping you turn those savings into protected, reliable income — with clear strategies instead of guesswork.
Independent & Options-Driven
Pivotal Financial isn’t tied to a single company’s products. Greg reviews solutions from multiple top carriers and narrows them down to what actually fits your goals and comfort level with risk.
Retirement-First Planning
Greg’s priority is income you can’t outlive — plus protection from major market losses — so your retirement lifestyle isn’t dictated by the latest downturn or headline.
Personal, Relationship-Based Advice
This isn’t a one-size-fits-all plan. Greg takes the time to understand your family, your concerns, and what “successful retirement” really looks like for you — then builds strategies around that.