Create a Strong Financial Foundation for Your Family.
Are you clear about your financial picture? Do you know if you’re on track to retire when you want, and more important, with the lifestyle you want? Have you taken steps to ensure your family is protected and your assets will be distributed according to your wishes once you’re gone? Don’t worry if you don’t have all the answers—Pivar Financial Group is here to help.
Wealth Management
Our team takes a holistic view of your overall financial situation to ensure all the pieces fit together in the best way to reach your goals. We’ll work together to craft a plan for both the present and the future, so you can live the life you want today while growing and protecting your wealth for tomorrow.
Retirement Strategies
Similar to the old saying about planting a tree, the best time to start planning for retirement was years ago—but the next-best time is today. We help people get started on their journey, we evaluate plans and strategies for those who are already saving, and we provide guidance with your objectives in mind.
Taxes
An efficient tax strategy is one of the most important components of your financial foundation—both now and as you plan for retirement. Our experts will help you minimize your tax liability, because every dollar you don’t have to give to the government is another dollar you can spend on what matters most.
Estate Planning
In addition to providing peace of mind, an effective estate plan can decrease tax liability, speed the distribution of assets to heirs, and even prevent or mitigate family conflicts. However, surveys have shown that around 67% of Americans haven’t created a plan. While we aren’t attorneys, we can advise you on how tools such as life insurance might impact your estate—and then work with your lawyer or other legal professionals to help in crafting a strategy that’s right for you.
Learn More About
Pivar Financial Group
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