WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS
EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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FINANCIAL PLANNING
Let us help you discover the financial future that is waiting for you.