Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH, ISMAEL CAMPOS & RICHARD BARTLETT

Here to help you pursue your day at the beach.

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FREEDOM TO BE YOURSELF

...because confidence is a valuable commodity.

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FINANCIAL PLANNING

...because it's never too soon.

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PREPARING FOR WHAT MATTERS MOST

...because it's all about legacy.

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SECURING THEIR FUTURE

...because they are counting on you.

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INVESTING IN YOUR FUTURE

...because you've earned it.

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MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

cmarcum@wradvisors.com

ERIN SMITH

ensmith@wradvisors.com

ISMAEL CAMPOS

icampos@wradvisors.com

RICHARD BARTLETT

rjbartlett@wradvisors.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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FINANCIAL PLANNING

Let us help you discover the financial future that is waiting for you.

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