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@pivotfg.com

ERIN SMITH

esmith@pivotfg.com

ISMAEL CAMPOS

icampos@pivotfg.com

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Should You Tap Retirement Savings to Fund College?

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

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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FINANCIAL PLANNING

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

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