Contact Pivotal Financial
Clear answers, personal guidance, and timely support—reach out to our team today.
Let’s help you gain clarity, build confidence, and move forward with purpose.
Whether you’re planning for retirement, reviewing your options, or simply looking for a smart next step, we’re here to make the process feel simple, personal, and pressure-free.
Start with a simple conversation about what matters most to you.
At Pivotal Financial, we believe planning should feel understandable, encouraging, and built around your goals. Whether you’re nearing retirement or already there, this is a chance to ask questions, explore strategies, and get real direction.
Book your 15-minute strategizing call.
Choose a time that works best for you and schedule your strategy call with Greg Lynch.
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730 Cool Springs Blvd · Franklin, Tennessee
A welcoming place to sit down, ask questions, and talk through your retirement and financial planning goals with confidence.
Schedule your first appointment.
Select a time for your 60-minute appointment with Tanner Lynch. We’ll make the process simple, convenient, and personalized from the start.
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Prefer to reach out directly? Call (615) 908-9037 or email Greg@PFISFinancial.com .
Get in Touch
Have a question or want to schedule a conversation? Complete the form below and a member of our team will follow up with you.
Contact Form
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
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