Greg Lynch
Founder / President, Pivotal Financial
- Phone: (615) 908-9037
- Email: Greg@PFISFinancial.com
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.
Greg is a recipient of national awards including National Gold Eagle Member and the Masters Forum Club. His success can be attributed to his ability to educate his clients, assist them in clarifying their financial goals, implementing a plan of action and providing consistent, ongoing client services. He is committed to helping his clients navigate today’s often challenging financial environments.
Greg’s objective is for each client to have a plan and course of action that brings them financial confidence and peace of mind. He believes in an extensive discovery process to establish goals, prioritize concerns and provide an individualized financial plan for each client. His planning techniques have assisted his clients in maximizing yield with no market risk, reducing taxes, protecting assets from long term care costs and avoiding probate.
Greg is a native of Tennessee and is an avid Titans and Nashville Predators fan. He attended Western Kentucky University, majoring in business. Greg currently resides in Williamson County. His strong commitment to give back to the community is demonstrated through his volunteer activities.
Book Time with Greg
Choose a day and time that works for you to review your retirement income, tax strategy, and overall financial picture.
Helping You Make the Critical Financial Decisions
Since 1999, Greg Lynch and Pivotal Financial have focused on retirement income, asset preservation, and clear, education-driven guidance for families throughout Tennessee.
Who We Are
Pivotal Financial (PFIS Financial) was founded to help clients make the most important money decisions of their lives with clarity and confidence. Drawing on decades of experience in Social Security planning, insurance, income strategies, and retirement planning, Greg works to simplify complex topics so you can understand your options and move forward with a clear plan.
Rather than chasing the latest trend, our focus is on practical, time-tested strategies that are tailored to your specific stage of life and long-term goals.
Our Commitment to You
Greg believes every client deserves a high level of integrity, responsiveness, and ongoing service. From the first conversation, the goal is to educate, listen, and help you clarify what financial confidence looks like for you and your family.
That means regular communication, review meetings, and a proactive approach as life, tax laws, and the economy change — not a one-time transaction.
Our Planning Philosophy
Every relationship begins with an extensive discovery process. We take time to understand your income needs, tax situation, healthcare concerns, and legacy wishes, then build a customized plan around those priorities.
Strategies may include aiming to reduce unnecessary taxes, protect assets from long-term care costs, create reliable income you can’t outlive, and keep more of what you’ve worked so hard to save — all while being mindful of risk.
Our Mission at Pivotal Financial
At Pivotal Financial, our mission is simple: help retirees and pre-retirees in Franklin, Cool Springs, and the greater Nashville area turn complicated finances into a clear, easy-to-understand plan. We believe real wealth is about confidence, flexibility, and having the freedom to enjoy the people and moments that matter most.
Led by Founder and President Greg Lynch, we design strategies to help protect your income, protect your principal, and protect your legacy — using coordinated, tax-aware planning instead of one-size-fits-all products. Every recommendation is built around your goals, your risk comfort, and your timeline for retirement.
