Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & 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

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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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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