SixPoint Financial Partners helps successful families simplify their finances, reduce taxes, and build a lasting legacy through a clear, process-driven approach. Our team delivers comprehensive financial planning across the Six Points of Financial Planning—investments, retirement income, risk management, tax planning, estate planning, and custom goals.
Built on Experience. Guided by Process.
Financial planning should feel steady, intentional, and personal. Our approach is built around clarity, disciplined systems, and thoughtful guidance that adapts as life evolves.
25+ Years
Industry Experience
Every recommendation begins with a comprehensive plan designed to bring clarity, confidence, and direction to your financial life.
6 Core Areas
Integrated Approach
Investments, retirement income, tax planning, estate planning, risk management, and custom goals—coordinated, not siloed.
Fiduciary Advice
Client-First Standard
Independent guidance delivered solely in our clients’ best interests—transparent, objective, and always aligned.
These principles guide every relationship we serve. We measure success not by size, but by clarity, consistency, and the confidence our clients feel making decisions over time.
Areas of Expertise
Common Questions Before Getting Started
How is SixPoint different from other financial advisors?
Most firms focus on investments first. We start with planning. That means your investments, taxes, retirement income, estate planning, and risk management all work together instead of living in separate silos.
What does it actually mean that you’re a fiduciary?
It means we are legally required to put your interests first—always, no product quotas, and no hidden incentives. Advice is based solely on what improves your outcome.
Who typically works with your firm?
People who want clarity and confidence, not complexity. Many clients are within 10 years of retirement or already retired and want to simplify decisions around income, taxes, and legacy planning.
Do I need a certain amount of assets to work with you?
We focus on relationships where we can add meaningful value. If your situation involves multiple accounts, tax questions, retirement income decisions, or estate considerations, it’s usually worth a conversation.
What happens in the first meeting?
The first meeting is about understanding you. We’ll talk through what prompted you to reach out, what you want to improve, and what’s currently causing uncertainty. There’s no pressure or obligation.
How do you charge for your services?
Most clients work with us through a transparent advisory fee based on assets we manage. That structure aligns our success with yours.
Will I need to move all my accounts?
Not necessarily. We’ll recommend changes only where it improves efficiency, coordination, or outcomes. The goal is simplicity and alignment—not moving accounts for the sake of moving them.
Can you help with taxes and estate planning?
Yes. We don’t replace your CPA or attorney, but we help coordinate strategy. That includes identifying tax opportunities, reviewing beneficiary designations, and ensuring your plan actually works the way you intend.
How do you manage investments during market volatility?
We rely on a disciplined process, not emotion or headlines. Portfolios are built around your goals, time horizon, and income needs—so market swings don’t derail the bigger picture.
I already have an advisor — why talk to you?
Many people come to us for a second opinion. Sometimes that confirms they’re in a great spot. Other times it highlights gaps around taxes, income planning, or communication that deserve attention.
How do I know if it makes sense to move forward?
If you want clearer answers, fewer loose ends, and a plan you actually understand, the next step is simply a conversation. From there, you’ll know whether working together feels right.
