The Retirement Readiness Blueprint™
Six critical decisions to review before retirement, so your income, taxes, investments, healthcare, Social Security, and legacy work together.
- For people approaching or already in retirement
- Created by a CERTIFIED FINANCIAL PLANNER™ professional
- Practical, coordinated planning guidance
Not another generic ebook. The Blueprint reflects the same coordinated planning areas SixPoint reviews with families preparing for retirement.
Organized into one practical retirement framework.
Income, investments, taxes, healthcare, and legacy.
Complete the form and begin reading right away.
Retirement is not one decision. It is a series of connected decisions.
The Blueprint helps you identify the questions that deserve attention before permanent choices are made.
Already have retirement questions?
If you would rather talk through your situation, schedule a complimentary conversation with David. No pressure, just an opportunity to identify the decisions that deserve attention.
Preview the thinking before you unlock the complete guide.
Know what to review, and what questions to ask.
The Blueprint is designed to help you organize retirement decisions without burying you in jargon. Each section explains why the decision matters, common mistakes to avoid, and what should happen next.
- Six focused retirement chapters
- Real-world planning questions
- Interactive readiness checklist
- Clear next steps for your own plan
David Pulcini, CFP®
CERTIFIED FINANCIAL PLANNER™ professional, Managing Partner, SixPoint Financial Partners
David created this resource to help people approach retirement with greater clarity. The Blueprint reflects SixPoint's coordinated approach to retirement income, investments, tax planning, risk management, estate planning, and the goals that make each plan personal.
The purpose is not to give everyone the same answer. It is to help you recognize the decisions that may require careful analysis before retirement, and understand how those decisions affect one another.
Explore retirement guidance before you ever schedule a meeting.
The Blueprint connects to a growing library of SixPoint videos, planning guides, checklists, and practical explanations covering the retirement decisions people ask about most.
Watch more retirement planning videos, market updates, and focused explanations from the SixPoint team.
Unlock the complete Retirement Readiness Blueprint.
Complete the brief form and you will be taken directly to the full interactive guide.
- Immediate access, no login or password
- Six complete retirement planning chapters
- Interactive Retirement Readiness Checklist
- Additional educational resources from SixPoint
Before you unlock the Blueprint
Yes. There is no charge to access the educational guide.
No. You can read the complete Blueprint without scheduling. The guide includes an optional invitation to speak with SixPoint if you would like help applying the concepts to your own situation.
It is primarily designed for people within roughly ten years of retirement and those who have already retired but want greater coordination across their financial decisions.
No. The Blueprint provides general educational information. Individual recommendations require a review of your goals, circumstances, accounts, tax situation, and other relevant information.
The information presented is for educational purposes only and is not intended as investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Consult appropriate professionals regarding your individual circumstances.
Ready to talk through your retirement decisions?
Book a complimentary conversation with David Pulcini, CFP. An honest discussion about where you are, what matters most, and what your next step may be.