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


At Pivotal Planning Group we focus on two areas of expertise:

Personal Financial Planning           Retirement Plan Consulting

The Intelligent Choice


Pivotal Planning Group, LLC (PPG) was originally formed to provide unbiased Financial Planning & Investment Advisory Services to the clients of Satty, Levine & Ciacco, CPAs, P.C. (SL&C).  The partners of SL&C were unable to find unbiased, fee-only financial planners and investment advisors to help their clients, so they decided to create a firm that could.  Today, however, we have grown to enjoy relationships with several CPA firms and other advisory firms who refer their clients to us because we share the common belief that our clients' best interests must always come first. 

As a privately owned and completely independent consulting firm we don’t have the typical conflicts of interest or hidden agendas as found at large financial institutions.  Pivotal is a SEC Registered Investment Adviser; this structure is intentional; it assures our clients that as a Fiduciary to them, 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 securities or other investment products.