Let John Pivirotto put his Years of Experience as an Investment Advisor and Registered Investment and Retirement Representative to work for you. With a portfolio of existing and repeat clients and associations he will leverage his experience and knowledge to bring you the appropriate solution for your financial service needs.
Specializing in Advanced Planning for Businesses, John Pivirotto's access to sophisticated Life Insurance planning tools and strategies provides business owners and key employees with executive compensation benefits that can afford them a comfortable retirement and provide continued financial protection for their families.
Specializing in Advanced Planning for Businesses, John Pivirotto's access to sophisticated Life Insurance planning tools and strategies provides business owners and key employees with executive compensation benefits that can afford them a comfortable retirement and provide continued financial protection for their families.
Services
See Lincoln Financial Securities (LFS') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things.
Life Insurance: Sometimes people buy life insurance before performing a financial needs analysis. You might choose an amount that seems comfortable, without actually taking into account all the potential expenses their families might face in the event of an untimely death. If they did make an objective assessment of the possible economic consequences, they would be doing what is called a financial needs analysis.
Financial Concepts has expertise in funding techniques used in business continuation plans, key-man life insurance, executive compensation programs and disability income insurance planning. Need more knowledge on the subject; please call to arrange a convenient appointment.
We also have partnered with advanced planning organizations that allow Financial Concepts to facilitate custom, innovative financial programs ideally suited for the astute businessman/woman.Financial Concepts provides qualified retirement plans available at reasonable costs through partnerships with third-party administrators and multi-fund investment platforms.
We also have partnered with advanced planning organizations that allow Financial Concepts to facilitate custom, innovative financial programs ideally suited for the astute businessman/woman.Financial Concepts provides qualified retirement plans available at reasonable costs through partnerships with third-party administrators and multi-fund investment platforms.
Financial Concepts assists our clients with charitable strategies that can provide tax benefits, steady income and wealth management techniques that coordinate around other possible estate planning strategies. We work with your trusted advisors, as well as consult with our own partnered professionals to develop a well thought out strategy that will complete your charitable, estate and tax-relief goals.
Retirement Plans couldn't be more confusing for the average businessman/woman. There are so many plans available and all kinds of requirements and limits. Financial Concepts, in partnership with a number of professional firms called Third-Party Administrators, or TPAs, create and administer your "qualified plan" all while staying within the administrative rules and guidelines.
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