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

MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

CRAIG MARCUM

ERIN SMITH

ERIN SMITH

ISMAEL CAMPOS

ISMAEL CAMPOS

RICHARD BARTLETT

RICHARD BARTLETT

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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CONTACT THE PIVOT TEAM TODAY