Unbiased, Expert Advice...
                ...Our Clients Deserve Nothing Less

The Intelligent Choice  

Pivotal Planning Group, LLC was originally formed to provide unbiased Financial Planning & Investment Advisory Services to the accounting and business advisory clients of Satty, Levine & Ciacco, CPAs, P.C.  Today, however, we have grown to enjoy relationships with several CPA firms because we share the common belief that our clients, best interests must always come first. 

We are a privately owned and completely independent consulting firm.  We are not part of a large institution and therefore have no hidden agenda or conflicts of interest.  Pivotal is a fee-based Financial Planning Firm & Registered Investment Advisor; this structure is intentional; it assures our clients that any advice they receive from us always remains objective. 

Fiduciary Oath

 

  • Pivotal exists for one reason, to help our clients achieve their goals through education, prudent planning and unbiased advice. 

  • We are committed to advising our clients in a fiduciary capacity, simply stated, your best interests always come first.

  • We will avoid conflicts of interest and immediately inform you if any should arise that would affect our impartiality.

  • We do not receive any compensation from the sale of financial products; our only compensation is the fee for our advice.