Personal Services

Whether planning for a post-career life or thinking about sending a child through college, depend on Pigott Financial’s professionals to help you create the right plan designed to meet multiple financial objectives. Our strategies can help you budget and save, with an eye on meeting your goals.

Moving from a full-time job to full-time retirement can be overwhelming. Our professional and empathethic staff can help answer all your questions about retirement, and work with you on a feasible spending and retirement income plan, one that can account for all your post-career needs.

Behind every financial goal are personal values and dreams. Working with Pigott Financial to build a comprehensive investment portfolio can provide you with the resources you need to help meet  those dreams. Count on our professionals to develop, implement and monitor a portfolio to help support what you want from life.

A sound wealth management strategy can let you live a better life, while building and creating a legacy for your loved ones and future generations. We’re committed to helping you develop and implement a comprehensive plan that considers where you are now, your future goals, and what you want to preserve.

An effective estate plan should safeguard your assets, while guiding and protecting your loved ones. At Pigott Financial, we provide the knowledge to help navigate the complexities of planning your estate, while working with your tax and legal advisors to help ensure that the correct documentation is in place.

An important part of a holistic financial plan is understanding how to help reduce a tax burden on estates, investments or other forms of wealth. Our tax planning professionals can work with you to help minimize or defer taxes, leaving more of your financial resources to enjoy.

Our insurance planning services can help protect what you’ve worked hard to earn and achieve. We’ll help you analyze risk exposure and find the type of coverage and plans that suit your needs. You can be sure that we’ll never push an unnecessary insurance products, and that you’ll always get an honest assessment from us. 

Retirement planning goes beyond pension plans and defined contribution plans. It also focuses on the right time to retire, finances needed and other factors. We are ready to sit down with you and discuss where you are now with your retirement plans, while making recommendations to help develop the resources you might need.