Pivot Financial Group | Kennewick, WA

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT

PIVOT FINANCIAL GROUP

Here to help you pursue your day at the beach.

FREEDOM TO BE YOURSELF

...because confidence is a valuable commodity.

FINANCIAL PLANNING

...because it's never too soon.

PREPARING FOR WHAT MATTERS MOST

...because it's all about legacy.

SECURING THEIR FUTURE

...because they are counting on you.

INVESTING IN YOUR FUTURE

...because you've earned it.

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

CRAIG MARCUM

cmarcum@pivotfg.com

ERIN SMITH

ERIN SMITH

esmith@pivotfg.com

RICHARD BARTLETT

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Learn More

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Learn More

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Learn More

>> View All Resources

FINANCIAL PLANNING

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

CONTACT THE PIVOT TEAM TODAY