Building Better Retirements
One Client at a Time.
Get Started In
3 Easy Steps
1. Discover
Schedule a meeting to sit down with Pivotal Financial advisor and discover what your ideal retirement looks like.
2. Evaluate
Using the Pivotal Financial process, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy to help you reach your unique retirement goals.
At Pivotal Financial, our sole focus is YOU.
We’re committed to helping people like yourself work toward the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help pursue the objectives of that strategy.
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Greg Lynch, Founder and President of Pivotal PFIS Financial has been in the insurance and financial services industry since 1999. His background includes experience in social security planning, insurance, asset preservation, income and retirement planning. He is passionate about his career and strives for the highest level of integrity and client satisfaction.
