Education and Events

After working with PIVOT, I have a strategy and understand exactly what amount of monthly income I will receive in retirement and when I can start taking that income. The learning process we went through to understand my options, how my options may impact tax consequences and how to turn my savings into retirement income was time well spent, and provides me peace of mind.

- Salon Owner, Pre-­Retiree, Mid­-40’s
Member of the PIVOT Family Since 2017

We are a working couple with four children. We have a substantial income, knew we needed to do more to save for retirement. We met with PIVOT. Quickly we had a strategy to save, how to save, where to save, and build a true foundation for a solid retirement.

- Professional Couple, Pre­-Retirees, Mid-­40’s
Members of the PIVOT Family Since 2011

We appreciate Rebecca’s care, enthusiasm, and ability to make the complicated simple regarding our retirement strategy. We feel so much better about ability to reach our retirement goals.

- Professional Couple, Pre­-Retirees, Mid-­50’s
Members of the PIVOT Family Since 2013

Being business owners and parents of two, we have very complex financial and protection needs. Working with PIVOT helped us prepare and mitigate against uncertainty, in both our personal and business lives, and continues to help us optimize what we are doing annually.

- Fencing Company Owners, Proud Parents of Two, Mid­-30’s
Members of the PIVOT Family Since 2016

My husband works long hours in the technology field. I am a physician with very limited time, and with two kids, it is hard for us to find time to set aside for our retirement planning, but we knew it was necessary. We were always able to schedule a meeting when it was convenient, and can’t say enough about how happy we are to have learned all we have, and want to tell our friends and family. Before meeting, we thought a 401K was our best and only option for retirement savings.

- Professional Couple, Proud Parents of Two, Early 40s
Members of the PIVOT Family Since 2016

I was with an advisor for several years, and thought I was doing ok. I met with Rebecca. She and her team reviewed my investments, assets, current and future needs. I walked away with a strategy that not only improved my current situation, but should create guaranteed income for retirement.

- PIVOT Fan, Husband and Father of Two, Mid­-50’s
Members of the PIVOT Family Since 2014

We reached out to Rebecca and the PIVOT team at the recommendation of our son. Rebecca explained our lump sum pension vs other options available. Also, how to use our investment growth to buy life insurance to leave tax free death benefits to our kids. We couldn’t be happier and recommend her and her team to people all the time.

- Retired Couple, Mid-60s, Fans of the Lump Sum Up Front and Enjoying Retired Life
Member of the PIVOT Family Since 2019

My husband and I started working with Rebecca and PIVOT for our retirement plan in 2018. When he passed in 2020, she and her team helped me in so many ways, to invest our assets, protect my gains, strategize for income, and for my long-term care.

- Retired and Newly Widowed, Early-70s and Ready for the World
Member of the PIVOT Family Since 2018

When I turned 70, I decided I could not self-manage my investments forever, and we needed a strategy for if and when I was not around, so my wife would have someone to help. PIVOT and Rebecca came highly recommended. Rebecca helped us reposition funds, establish better strategies, and we have a team on our side for when times get tough, or our kids need to understand our strategy.

- Happily Married Retired Couple, Early-70’s and Looking Forward to Relaxing
Member of the PIVOT Family Since 2018

When my husband unexpectedly passed, Rebecca and the PIVOT team were there for me, and helped me thoughtfully invest and prepare for my future. I recommend Rebecca to my friends and family regularly.

- Business Owner, Widow, Early-40’s and Taking on a New World
Member of the PIVOT Family Since 2017