(615) 908-9037 Greg@PFISFinancial.com Text Us
Pivotal Financial
  • Home
  • About Us Reviews
  • Asset Protection Estate Planning Financial Services Guide To Annuities Insurance Services Extended Care Solutions Family Legacy Planning Life Insurance Long Term Care Personalized Retirement Strategy Retirement Income Planning Social Security
  • Medicare Medicare and You Medicare Advantage Medicare Supplemental Medicare Part D Medicare Part D Drug Plans Cover Prescription Drug Coverage What is Medicaid
  • Independent Women Multigenerational Families Pre-Retirees Professionals Seniors The Next Generation Those in Transition
  • Franklin Tennessee
  • Blogs Educational Video FAQS About Money in Retirement Frequently Used Terms Medicare.gov Resource Links Pivoting Towards Retirement TV Podcasts
  • Workshops
  • Contact
  • Home
    • About Us
    • Reviews
    • Asset Protection
    • Estate Planning
    • Financial Services
    • Guide To Annuities
    • Insurance Services
    • Extended Care Solutions
    • Family Legacy Planning
    • Life Insurance
    • Long Term Care
    • Personalized Retirement Strategy
    • Retirement Income Planning
    • Social Security
    • Medicare
    • Medicare and You
    • Medicare Advantage
    • Medicare Supplemental
    • Medicare Part D
    • Medicare Part D Drug Plans Cover
    • Prescription Drug Coverage
    • What is Medicaid
    • Independent Women
    • Multigenerational Families
    • Pre-Retirees
    • Professionals
    • Seniors
    • The Next Generation
    • Those in Transition
    • Franklin Tennessee
    • Blogs
    • Educational Video
    • FAQS About Money in Retirement
    • Frequently Used Terms
    • Medicare.gov Resource Links
    • Pivoting Towards Retirement TV
    • Podcasts
  • Workshops
  • Contact
Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Aug 21, 2026

Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Aug 21, 2026

Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?

Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?

Aug 16, 2026

When most people think about Medicare, they think about coverage for doctor visits, hospital stays, prescriptions, and medical treatment. But Medicare also provides access to a wide range of preventive services designed to help beneficiaries stay healthier and...
Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?

Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?

Aug 10, 2026

When most people think about Medicare, they focus on health insurance coverage for doctor visits, hospital stays, and prescription medications. What often gets overlooked is one of Medicare’s most valuable features: preventive care. Original Medicare covers a...
Don’t Miss These Medicare Benefits: Preventive Services That Can Help You Stay Healthier in 2026

Don’t Miss These Medicare Benefits: Preventive Services That Can Help You Stay Healthier in 2026

Jul 31, 2026

Growing older doesn’t mean slowing down—it means being proactive about your health. One of the most valuable, yet often overlooked, advantages of Medicare is the wide range of preventive services designed to help detect health concerns early, prevent illness,...
Why Every Medicare Beneficiary Should Take Advantage of Their Annual Wellness Visit

Why Every Medicare Beneficiary Should Take Advantage of Their Annual Wellness Visit

Jul 20, 2026

When most people hear the words “annual checkup,” they assume they’re talking about a physical exam. Under Medicare, however, there’s an important difference between an Annual Wellness Visit and a routine physical—and understanding that...
« Older Entries
Next Entries »

Recent Posts

  • Your Medicare Plan Changed. Did You Notice?
  • Weekly Market Commentary
  • Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag
  • Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions
  • Could Your Retirement Plan Handle a Change of Plans?
Retirement • Tax • Income

Pivotal Financial

Helping families in Middle Tennessee protect income, manage taxes, and invest with clarity and confidence.

Contact Us

Franklin Office

  • Business: (615) 908-9037
  • Email: Greg@PFISFinancial.com
Our Location
730 Cool Springs Blvd, #140
Franklin, TN 37067
Get Directions
in LinkedIn

Important Disclosures

Privacy Policy Terms of Use Accessibility Statement
Privacy Policy Accessibility Statement Terms of Use

© All Rights Reserved.

Powered by Custom Website For You

Insurance products are offered through the insurance business Pivotal Financial. Pivotal Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Pivotal Financial are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2377050 - 7/24