Important Disclosures

Educational information

The information on this website is for educational purposes only and is not personal financial, tax, legal, or investment advice. Our content explains options and questions to consider. It does not recommend any specific investment, product, or course of action.

Insurance products and services

Your Wealth Pivot offers life and health insurance products and services through licensed team members. No securities or investment advisory services are offered through Your Wealth Pivot.

State availability

Products and services are available only in states where our team members are licensed.

Team credentials

Each team member holds their own licenses and credentials. A license or credential held by one team member does not mean that Mei Acosta or any other team member holds it.

No guarantees

We do not guarantee any particular financial outcome. Any guarantees associated with insurance products are subject to the claims-paying ability of the issuing insurance company.

Tax and legal matters

We do not provide tax or legal advice. Please consult a qualified tax or legal professional about your situation.

Government affiliation

Your Wealth Pivot is not affiliated with or endorsed by any government agency.

Professional referrals

Your Wealth Pivot does not provide tax, accounting, legal, real estate or career services. When appropriate, we may help connect you with independent professionals in our network. These professionals are not employees of Your Wealth Pivot, and a referral is not an endorsement or guarantee of their services. [REFERRAL COMPENSATION DISCLOSURE, IF APPLICABLE]

Additional disclosures

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