Client Testimonials 

Retirement Planning

"From the many years of knowing Mr. Clay, personally, and professionally, I have benefitted from his rich business acumen and experience, via his astute counseling with various Financial Matters. The most recent has been as I've been preparing for my Full Retirement; via Social Security, and currently transitioning with MediCare. His broad spectrum of knowledge from his vast business background have given me formidable Planning Strategies, as I "pivot" towards a rewarding Retirement; via his enterprise of "Personal Pivot, LLC." 

- Amani E.

Supporting Aging Parents

“Personal Pivot LLC helped my spouse and me make thoughtful, informed decisions as we began supporting our aging parents. Their guidance on home adjustments and future care planning gave us clarity and confidence during an emotional transition.”

-Eliab 

Strategic Decisions on Major Purchases

“Working with Personal Pivot LLC encouraged us to think strategically about major purchases like vehicles and homes. Their balanced approach helped us weigh timing, tax impact, and long-term goals before making big financial moves.”

-Eliab

Career and Compensation Perspective

“Personal Pivot LLC challenged me to take a bird’s-eye view of my career and networking journey. They reminded me to evaluate the full compensation package—especially health benefits and retirement opportunities—so each career move aligns with my long-term goals and my family’s future.”

-Jasmine