Personalized Planning for Professionals
Clarity, execution, and ongoing oversight—tailored to you.
You deserve a personalized planning approach that’s specifically designed for professionals like you. At Pivotal Financial, Greg Lynch and his team help you create, execute, and oversee a comprehensive financial strategy, so you can move forward with greater confidence.
From income protection and retirement distributions to tax-aware strategies and legacy planning, we focus on making the complex feel manageable — with clear next steps and a plan that’s built around your real-life goals.
Professionals & Executives
Financial Advice That Optimizes Your Career and Your Life
Whether you’re a seasoned professional in the corporate world or starting your own venture, the financial intricacies you face are distinctly yours. We recognize that your time is precious and should be devoted to expanding your business, refining your skills, and advocating for your needs. That’s where Pivotal Financial comes in — we can take charge of your financial management.
By handling investment research, qualified plan oversight, debt management, and more, we free you to concentrate on what truly matters. Our experience includes assisting countless business owners, emerging professionals, and seasoned executives in shaping a brighter financial future.
The Benefits of Leaning on a Financial Advisor for Professionals
Running a business takes considerable time and strategic planning, and navigating today’s complex landscape can be a challenge. Let us handle your financial management so you can concentrate on the activities that drive your revenue and impact.
Our team excels in areas such as cash flow management, employer-sponsored retirement plans, executive compensation, corporate structuring, and business transitions. With years of experience guiding career-focused clients toward financial success, we’ve seen the difference that tailored advice and direction can make on a professional’s journey.
Lifestyle and Retirement Planning
As a dedicated professional, your vision for retirement — whether it’s sooner, later, or a complete career pivot — may look different from those around you. Navigating these decisions calls for creative thinking and tailored strategies that fit your unique financial picture.
We understand the realities of managing a business or climbing the corporate ladder. Our role is to help you design a plan that supports the lifestyle you want now, while building toward the retirement you ultimately envision.
Coaching as a Team Effort
In your daily life, you probably have a team by your side, helping you tackle your tasks. Whether you’re leading the team, collaborating with them, or delegating responsibilities, success relies on a blend of diverse perspectives and efforts. Your personal finances should work the same way.
As part of your financial team, we help uncover opportunities and address concerns while coordinating with other professionals in your life — accountants, attorneys, and business partners. Together, we work to build a comprehensive, confident path forward for dedicated professionals like you.
Confidence comes from attention to detail.
Weʼve been at this a long time and weʼve got your best interest at heart. Your success is our success. We strive to deliver an unparalleled experience so that you can live confidently.