aPersonal financial planning for business owners
Your business is successful.
Is your personal plan keeping up?
For owners of privately held companies and professional practices, the business and family balance sheet are inseparable. We help connect taxes, investments, retirement, protection, succession, and legacy in one personal strategy.
The real question
“If the business is the engine of your wealth, what happens when you are ready—or forced—to step away?”
A plan should work before, during, and after your transition.
Complimentary business-owner review
How prepared is your personal plan for what comes next?
Our Business Owner Financial Readiness Review helps uncover the planning gaps that can hide behind a successful company—and identifies the decisions worth addressing before they become urgent.
- 01Personal wealth beyond the business
- 02Tax coordination and plan design
- 03Income after ownership
- 04Business continuity and protection
- 05Succession and exit readiness
- 06Estate, family, and legacy alignment
The SixPoint Business Owner Series
Practical financial insight for the people building the business
Watch the complete series on helping preserve what you built, managing your wealth, and preparing confidently for the next chapter.
The challenge is bigger than investments
Your business and personal financial life are deeply connected.
A coordinated plan helps you see how one decision affects everything else.
Your largest asset
Too much of your future may depend on one company and one eventual outcome.
Overlapping taxes
Income, retirement savings, investments, and transition decisions all interact.
People depend on it
Your family, employees, customers, and partners need continuity if plans change.
Value is not income
A valuation is not dependable cash flow. Timing, liquidity, and taxes matter.
Built for owners
Plan for the company you run—and the life you want beyond it.
“The goal is not simply to grow a business. It is to help you make the most of what you have built and pursue greater flexibility, security, and choice.”
David Pulcini, CFP®CEO & Lead Advisor
The SixPoint approach
Six planning areas. One connected strategy.
Personal wealth
Build diversified assets beyond the company.
Tax coordination
Plan before major decisions become deadlines.
Retirement plans
Evaluate owner savings and employee benefits.
Income readiness
Help turn assets and proceeds into sustainable cash flow.
Protection
Prepare for disability, death, and key-person risk.
Succession and legacy
Coordinate ownership, estate documents, and transfer.
Where are you today?
Choose the path that sounds most like you.
I am still building.
Strengthen personal wealth, tax efficiency, and protection while the company grows.
Discuss your growth plan →I am considering transition.
Gain clarity on value, timing, successors, taxes, and what comes next.
Explore transition planning →I need continuity.
Protect your family, team, customers, and partners if plans change unexpectedly.
Review your continuity plan →A better first step
Start with clarity—not a sales pitch.
We learn what you built, what is changing, and what you want the business to make possible. If there is a fit, we explain how our process can help.
Get Your Complimentary Review- 01UnderstandYour business, family, priorities, and concerns.
- 02OrganizeThe financial decisions that need to work together.
- 03CoordinateA practical strategy with your other professionals.
Complimentary planning review
Business Owner Financial Readiness Review
Choose a convenient time with Dave. Your contact details and appointment are captured securely through the calendar form.
- Identify gaps between business value and personal wealth
- Review tax, retirement, protection, and transition priorities
- Leave with clearer next steps—without a sales pitch
Choose a time with Dave
Complete the short form in the calendar to reserve your conversation.
Your business deserves an intentional plan.