Pivotal Financial Group is a professional financial consulting organization that recognizes and strives to fulfill our clients' financial goals.
Implementing the right strategies means you are more likely to be free of worries and be able to concentrate on your business goals and dreams. Pivotal Financial Group has unique strategies that allow principals of professional practices the opportunity to retire comfortably and even early. This comprehensive plan allows you to set aside a large sum of money which grows tax deferred and can have tax free withdrawals.

Many professionals who have spent much of their careers building their practices find that they have held off retirement savings. In the startup years they may have been a need for cash, which took priority over retirement savings. Now as you approach retirement, accumulated assets may be less that satisfactory.

There may be options available to allow you to catch-up in a taxed-preferenced manner. Many firms don't realize some of the less-know plans that allow for higher contributions, and the ability to maintain your lifestyle at retirement.

The key is to start planning now. The earlier you start the greater the opportunity allow you savings to grow and compound. Having a strategy which is implemented over time will give you the greatest benefit.

If you would like to find out which plan works best for your practice, our advisors would be happy to show you your options. Call us at toll free (888) 774-8682 or if you would like to be called then, Contact Us

 

 

 

 

 

Pivotal Financial Group, LLC 

Elm Square Building - Suite 308

110 Schiller Street

Elmhurst, IL 60126

Toll Free: (888) 774-8682

Phone: (630) 993-0229

Fax:    (630) 563-1254

Email: Info@PivotalFG.com
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