A Proven Process, Personalized for You.

At Pivar Financial Group, our clients are all unique. We work with business owners who need support with wealth management and company transitions. We find employee benefits solutions for companies of all sizes. We help families build a strong financial future. Every plan is customized according to your needs and goals—but each is rooted in the same five-step process.

1. Initial Meeting

At our first meeting, we learn about your current situation to see how we can best help. Gaining a deep understanding of your goals will help us craft an effective plan.

2. Building Recommendations

Whatever support you seek—from life and disability policies to full employee benefits packages and beyond—we gather all relevant documents, research options, and determine the right fit for you.

3. Presenting the Plan

We present you with a plan offering custom strategies to help reach your short-term and long-term goals. With your input, we can select different options and make other modifications as you wish—this is your plan!

4. Implementation

Once we finalize the plan together, the next step is to put it into action—which might mean applying for insurance policies, negotiating coverages with vendors, setting up investment plans, or any other number of things. We support you throughout implementation, answering your questions, managing relationships with providers, and more.

5. Ongoing partnership

Life is always changing, and your needs and goals can shift as well. We meet with you regularly to evaluate your current situation and determine if changes to your plan are necessary.