Pivotal Planning Group, LLC

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 and other advisory firms who refer their clients to us because we share the common belief that our client's 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-only Financial Planning Firm & SEC 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.