facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Helping You Streamline Your Business 

Business Planning

Initial Consultation


Employee Benefits

In addition to providing a comprehensive Pension/401(k) program that maximizes benefits to employees while keeping costs down for the employer, Pivotal Financial Services also offers a full menu of employee benefits. Again, because of our independence, we will shop the market on your company’s behalf to find the best products and services. We will develop and implement programs tailored to your needs and objectives, then walk you and your employees through the process to insure your satisfaction. Our goal is not only to make you, the owner happy, but we want your employees to be happy as well. After all, happy employees are productive employees.

Products and services include but are not limited to the following:

  • Group Health Insurance Plans
  • Physician Analysis
  • Medicare Supplement
  • Group Disability Plans
  • Group Life Insurance Plans
  • Non-Qualified Retirement Planning
  • Group Dental & Vision Plans
  • Payroll Deduction Worksite Plans
  • Group Voluntary Plans
  • Key Person Plans
  • State Disability Plans


Broker Check