Financial Concepts

Insurance- Life, Health, Disability Income, Long Term Care

Financial Services- Fee Based Advisement, Asset Management, Investments, Retirement Plans 401(k) Set-Up and Monitoring

Tax Efficiency Strategies, Charitable Tax Strategies, Premium Financing

Specializing in Advanced Planning for Businesses and their Executives. We have the tools to explore, discuss and facilitate comprehensive and competitive Key Man Insurance plans, Buy-Sell Agreement Funding programs, as well as provide fully administered Executive Compensation plans that benefit Business Owners and chosen key employees. It's so unique, it's patented.

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Securities & Advisory Services offered through
Lincoln Financial Securities Corporation
Member FINRA/SIPC

Mailing Address: 329 Primrose Rd., # 117195, Burlingame, CA 94011
FINRA Branch Office:
233 Bloomfield Road, Burlingame, CA 94010


Lincoln Financial Securities is not affiliated with Financial Concepts.

LFS-4729676-050522

• Financial Concepts

• John Pivirotto
  President
  329 Primrose Rd., # 117195

  Burlingame, CA 94011
  Phone: (650) 348-1880
  Fax: (650) 348-0255
  Send an Email