Fee-Only Financial Planning

Selecting a financial planner can be a difficult task. Pivot Point Advisors is a member of the the National Association of Financial Planners, an organization of financial planners who passed rigorous selection requirements.

The Pivot Point Advantage

The Client's Interests Come First:

Pivot Point Advisors receives no commissions from any source. As a fee-only firm we provide objective advice free from the biases introduced by the desire to earn commissions.

Extensive Credentials:

All Financial Plans are constructed by a Certified Financial Planner. The principals have advanced degrees (CFP, Ph.D.), the required securities licenses, and well over 20 years of combined experience.

Discipline and Objectivity:

We use planning to help you ensure your short and long-term financial goals. Our planning process uses a proprietary Monte Carlo Simulator to incorporate the uncertainty of investment returns into the plan.

Personalized Service:

Pivot Point Advisors recommendations are tailored to your situation. We take the time to learn about you and your goals and we suggest ways to reach them that fit your situation.

Get Started!

You can take advantage of our fee-only financial planning services in several ways. You can retain us for an hourly fee to advise on specific questions or you can commission a full financial plan. The first steps towards a more secure financial future are:

• Contact us for a free discussion of your needs and objectives.
• Use our free Retirement Calculator to analyze your financial situation.
• Send us the data you entered into the calculator. It forms the basis of your financial plan.