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Pointing the way
to a brighter
financial future.

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Financial goals for your future are important.

Financial goals for your future are important.

That’s where SixPoint Financial Partners can help. We’re here to help our clients create a comprehensive road map — that includes the six essential points of financial planning — to direct their actions today and set them on a path toward a bright financial future.

We’re young and energetic. We use technology and customized communications to deliver a unique, personalized client experience. We make financial planning simple and user-friendly so our clients understand their plan, are able to monitor their progress and be confident about tomorrow. 

Who We Work With

We understand your financial needs are as unique as you are. That’s why we take an in-depth look into your retirement savings, investments, estate and much more to create a strategic, customized financial plan designed to meet the needs of your family’s life today, tomorrow and for years to come.

Individuals and Families

Individuals and Families

We offer a variety of solutions for individuals and families regardless of where you are on your financial journey.

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Pre-Retirees

Pre-Retirees

We are experienced with various retirement plans and savings accounts.

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Rochester Regional Healthcare Employees 

Rochester Regional Healthcare Employees 

In addition to RRH employees, we have worked with private practice professionals, doctors and nurses.

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Public School Employees

Public School Employees

We can help budget creation, pension plan maximization strategies and legacy planning for the next generation.

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