Creating successful ownership transition and exit strategies for professionals and owners of closely-held businesses.
 
What We Do
Pivotal Financial Group helps business owners and professionals implement unique plans which provide tax deferred growth and tax free withdrawals at retirement. These plans will completely shield your assets and income from litigation while simultaneously protecting the owners' interest in the company. Additionally, we can help business owners retain their key employees by offering better benefits at a lower cost.
Where We Deliver
We deliver professional guidance and a custom tailored solution to meet your needs. Every business owners' situation and goals are unique. We recognize that and take a qualitative and quantitative approach to understanding the need for business continuity planning, buy-sell funding, key person insurance, as well as qualified and non-qualified retirement plans.
Our Commitment
We take pride in our commitment to our clients and to their success. We dedicate ourselves to establish relationships that enable our clients to reach their goals.
November 2, 2005
Pivotal Financial Group, LLC. is pleased to announce the Magnifier Advantage Program (MAP).
October 1, 2005
Pivotal Financial Group has moved to new office spaces in Elmhurst, IL
September 05, 2005
Our offices will be closed Thursday, November 24th and Friday November 25th 2005.
Our Services Brochure
The Magnifier Advantage Plan
Magnifier Advantage Case Study
Magnifier Advantage FAQ
Planning for Business Continuation
Employee Welfare Plans
401(k) Plans
Defined Benefit Pension Plans - 412(i)
Solutions for Physicians
Solutions for Architects and Engineers
Personal Data Form
 
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