Pivotal Financial Group is a professional financial consulting organization that recognizes and strives to fulfill our clients' financial goals.

Elmhurst, IL - Pivotal Financial Group, LLC. is pleased to announce the Magnifier Advantage Program (MAP). This new plan allows professionals and business owners the ability to create and set aside a large sum of money in a tax advantaged manner while simultaneously protecting the assets and income of the professional or the business.  

The plan allows participants to leverage up to 100% of their annual collections through favorable outside funding. The funds grow tax deferred and withdrawals can be made tax free. 

“This is a great vehicle for professionals and small business because it has so many benefits in one plan” says Eric Cacioppo a principal at Pivotal Financial Group. “It can be used as a pre-funded transition plan, a supplemental retirement plan and a way for professionals to protect their assets”.   

Unlike most qualified retirement plans, the Magnifier Advantage Program is not subject to ERISA regulations, minimum distribution rules, early distribution penalties or additional tax reporting requirements. There are also no discrimination regulations with this plan so the employer can select the participants of the plan. This works well for owners who with to provide themselves and key employees with a substantial executive benefit. 

Pivotal Financial Group, LLC is the distributor of the plan here in the Midwest. The plan is administered by Atlast Financial Services.

 

 

 

 

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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