Client Resources : PIVOT Income Strategies, LLC

Client Resources

Meeting Preparation

We are excited to see you!

To offer a sound financial strategy, we strongly urge you to bring the items from the WHAT TO BRING TO YOUR MEETING button below along with filling out the Short Client Questionnaire.

Your documents will be held in a confidential manner during the time we need to review them. They will be returned to you as quickly as possible. If you prefer, bring duplicate copies of your financial papers to your appointment, as they are acceptable. The privacy and confidentiality of your personal information is very important to us. We adhere to all privacy and confidentiality requirements for all entities whose products or services we offer.

What to Bring to Your Meeting?

Short Client Questionnaire

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

The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.

Calculators

"Only 48% of U.S. workers have tried to determine
how much they will need to save for a comfortable retirement."
Source: Employee Benefit Research Institute, 2015

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Our Calculators