We are an independent financial advisory firm creating planning solutions for your future. Whether you are planning for retirement or starting a new business, we offer an array of services to help you reach your goal. Discover why our clients love to work with us and experience the freedom of shaping their financial future.
WHY US? The "talk" about your finances can be scary, but we are here to put you at ease. Schedule a free consultation to explore your possibilities with Pivotal. Working closely with your accountant and attorney, we can help you create an optimal estate plan that will enable you to protect your assets, avoid unnecessary cost and fees, and efficiently distribute your wealth to beneficiaries in an orderly fashion according to your wishes.
WHY US? The "talk" about your finances can be scary, but we are here to put you at ease. Schedule a free consultation to explore your possibilities with Pivotal. Working closely with your accountant and attorney, we can help you create an optimal estate plan that will enable you to protect your assets, avoid unnecessary cost and fees, and efficiently distribute your wealth to beneficiaries in an orderly fashion according to your wishes.
Services
Andre Williams has been a financial advisor for over 18 years providing retirement, wealth management, insurance, and estate planning consultative services to his clients. He began his career with AXA Advisors, a global investment and insurance company, as a member of the Retirement Benefits Group where he advised employees in the higher education, non-profit 501c(3), and medical sectors for more than a decade.
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