Custom Strategies For Families And Small Businesses

Our Services

We find that our clients are concerned with the following areas of focus:

Employer
Sponsored and
Voluntary Benefits

Medical, Dental, Vision Group Policies

Group Life

Disability Income

Section 125 Cafeteria Plans & Flex Plans

Supplemental Insurance

Key Employee Life & Disability Income Insurance

Qualified & Non-Qualified Retirement Programs

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Insurance
Consulting

Life & Health Insurance:

Term, Universal and Whole Life Insurance

Individual Medical Insurance*

      *includes Patient Protection & Affordable Care Act Certified Agents

Affordable Dental & Vision Plans

Disability Income Insurance

Catastrophic Disease Coverage

Short Term Medical


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Asset and Wealth
Management*

Financial Foundation

Retirement Strategies

Taxes

Wealth Accumulation

Estate Planning Strategies


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Corporations and
Business Owners

Buy/Sell Agreements

Business Continuation & Transfer
Options

Comprehensive Financial Planning

401k Seminars (Meets 404c
Requirements)

Get In Touch

michael@pivarfinancialgroup.com



Seattle, WA, USA 206-295-2114



©2016 BY PIVAR FINANCIAL GROUP.