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.Life Insurance gives you the peace of mind that comes from knowing that your family will be taken care of in the event you can't.
Schedule your consultation today. The Right Choice for your Insurance, Advisory, Asset Management and Retirement Strategy Needs. If you are looking for insurance or financial solutions for either business or personal concerns, we offer services to help match your 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.Life Insurance gives you the peace of mind that comes from knowing that your family will be taken care of in the event you can't.
Schedule your consultation today. The Right Choice for your Insurance, Advisory, Asset Management and Retirement Strategy Needs. If you are looking for insurance or financial solutions for either business or personal concerns, we offer services to help match your needs.
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.
LFS' Forms ADV, Part 2A, which describe LFS' investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS' broker-dealer services, and other client disclosure documents can be found here.
LFS' Forms ADV, Part 2A, which describe LFS' investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS' broker-dealer services, and other client disclosure documents can be found here.
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.
How much time and effort went into building your career?
Has that career built you a lifestyle?
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.
How much time and effort went into building your career?
Has that career built you a lifestyle?
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.
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.
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.
The choice of charitable strategies are numerous: Charitable Gift Annuity, Charitable Lead Annuity Trust, Charitable Lead Unitrust, Charitable Remainder Trust along with an Asset Replacement Trust to name a few.
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.
The choice of charitable strategies are numerous: Charitable Gift Annuity, Charitable Lead Annuity Trust, Charitable Lead Unitrust, Charitable Remainder Trust along with an Asset Replacement Trust to name a few.
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.
Yes, we'll make sure your plan is in compliance with the rules; keep you out of trouble, but most important we work with you to design a plan that fits what you're trying to accomplish.
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.
Yes, we'll make sure your plan is in compliance with the rules; keep you out of trouble, but most important we work with you to design a plan that fits what you're trying to accomplish.
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