WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
TOOLS & RESOURCES
Tools and Resources from the Pivot Team for you to browse
Our team wants to help guide each and every client as they navigate their personal finanical landscape. With that said, we know that sometimes individuals want to do a little research on their own.
Below are some tools and resources to help, with links to topics including: RETIREMENT, ESTATE PLANNING, INVESTMENTS, INSURANCE, TAX, MONEY, and LIFESTYLE. Also privded is a glossary with explanations of over 200 financial concepts, ideas, and strategies.
Articles for Your Reading
Here you can find all of the financial articles provided by our team for the bookworm in each of us.
Videos for your Viewing
Watch from an entire library of short videos covering a wide array of financial and life topics.
Financial Calculators
Find the figures with these basic calculators helping you do the math on your money.
Glossary of Terms
Get an explanation of what a variety of financial terms mean with this financial glossary from A to Z.
Have questions about any of the topics found above?
Contact the Pivot Financial Group team and let us explain, elaborate and guide you to a better understanding on any of the topics covered above. We look forward to hearing from you!
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