WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH, ISMAEL CAMPOS & RICHARD BARTLETT
MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS
EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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FINANCIAL PLANNING
Let us help you discover the financial future that is waiting for you.