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Retirement Income Analysis Without Leaving Your Home
See how long your retirement income could last and explore important “what-if” scenarios in just minutes.
Get Started in Three Easy Steps
Our straightforward process begins with understanding your goals and ends with a personalized retirement strategy built around you.
Discover Your Ideal Retirement
Sit down with Jim to discuss your priorities, concerns and what you want your ideal retirement to look like.
Evaluate Your Current Position
Using the Jim Sloan & Associates, LLC process, we’ll examine your current financial situation and determine your retirement needs.
Receive Your Custom Strategy
Receive a personalized financial strategy designed to help you pursue your unique retirement goals with greater confidence.
What Can
You Expect?
With Pivotal Financial and advisor Greg Lynch, you get a tailored retirement and income plan built around where you are today and where you want to be tomorrow — right here in Franklin, Cool Springs, and the greater Nashville area.
Questions right now? Call Greg directly at (615) 908-9037 or email Greg@PFISFinancial.com .
- A retirement plan aligned with your lifestyle and long-term goals
- Strategies for turning savings into reliable, predictable income
- Protection-focused approaches to help reduce unnecessary market risk
- Clear guidance so each financial decision feels easier and more confident
Begin by understanding where you stand today.
Pivotal Financial and advisor Greg Lynch start with a clear picture of your current financial position.
Before you can build a confident retirement strategy, you need to know exactly where you are now. Greg helps you organize your accounts, income sources, and risks so you can see what’s working, what’s exposed, and where there’s room to improve — all with a focus on families in Franklin, Cool Springs, and the greater Nashville area.
That clarity becomes the starting point for designing a plan that supports your lifestyle, protects what you’ve built, and aligns with the future you want — not just what the market does next. Questions right now? Call Greg directly at (615) 908-9037 or email Greg@PFISFinancial.com .
Pivotal Financial · Founder & President
Greg Lynch, Founder & President
Greg Lynch leads Pivotal Financial (PFIS Financial) with a client-first approach to retirement, income, and protection planning for families in Franklin, Cool Springs, and the greater Nashville area.
Pivotal Financial Media
Watch Greg Lynch on television, stream episodes online, and listen on radio and podcasts.
Watch Pivotal Financial on WZTV-FOX in Nashville.
Catch Pivotal Financial on WSMV-NBC during early weekend programming.
Listen to Pivotal Financial on WWTN-FM.
Tune in to Pivotal Financial on WLAC-AM.
Listen to podcast episodes covering retirement income, Social Security, taxes, and protection strategies.
Pivotal Financial · Retirement, Income & Protection
Tailored Strategies for Every Season of Retirement
Pivotal Financial, led by Founder & President Greg Lynch, brings together retirement income, asset protection, tax-aware strategies, and insurance solutions to help safeguard your lifestyle, your savings, and your peace of mind in every season of life.
Turn Savings into Reliable Paychecks
Coordinate Social Security, pensions, and income strategies so your money is structured to last as long as you do — with a plan for rising costs, taxes, and changing markets.
Help Protect What You’ve Built
Use conservative strategies and insurance-based tools designed to help limit major market losses while still pursuing growth over time.
Claim with a Coordinated Strategy
Explore different claiming options and timing so your Social Security benefits work together with the rest of your retirement income plan.
Life, Income & Legacy Protection
Structure life insurance and other protection tools to help replace income, protect loved ones, and support the legacy you want to leave.
Be Smart About Taxes in Retirement
Coordinate investment, income, and withdrawal strategies with your tax professional so you can work to keep more of what you’ve saved.
Plan for Life’s What-Ifs
Evaluate long-term care and healthcare options so potential medical events don’t undo years of hard work or place an unexpected burden on your family.
Visit Our Franklin / Cool Springs Office
730 Cool Springs Blvd, #140 · Franklin, TN 37067 | Business: (615) 908-9037 | Greg@PFISFinancial.com
Why Pivotal Financial
You’ve worked a lifetime to build what you have. Pivotal Financial, led by Founder & President Greg Lynch, is focused on helping you turn those savings into protected, reliable income — with clear strategies instead of guesswork.
Independent & Options-Driven
Pivotal Financial isn’t tied to a single company’s products. Greg reviews solutions from multiple top carriers and narrows them down to what actually fits your goals and comfort level with risk.
Retirement-First Planning
Greg’s priority is income you can’t outlive — plus protection from major market losses — so your retirement lifestyle isn’t dictated by the latest downturn or headline.
Personal, Relationship-Based Advice
This isn’t a one-size-fits-all plan. Greg takes the time to understand your family, your concerns, and what “successful retirement” really looks like for you — then builds strategies around that.