Marshal Scheidt
Financial Advisor | SixPoint Financial Partners
Marshal helps clients understand the why behind each decision and feel confident moving forward with purpose.
Financial planning should connect every part of your financial life.
Marshal has been in the financial planning industry since 2015. Over that time, he has built a process that helps clients understand the why behind each decision and feel confident moving forward with purpose.
His goal is to make planning simple, meaningful, and centered on what matters most to each client.
As a lifelong Buffalo Bills and Sabres fan, Marshal knows the value of patience, resilience, and keeping an eye on the long game, both in sports and in financial planning.
Keeping an eye on the long game.
Marshal lives in Fairport, NY with his wife, Chelsea, and their dog, Lucho.
Marshal and Chelsea love trying new restaurants and coffee shops, exploring hiking trails, and traveling whenever they can. They have even started making espresso at home, but that is a work in progress.
Planning for the next important chapter
Individuals and couples approaching or living in retirement
Families with $1 million or more who want coordinated advice
People managing pensions, 401(k)s, taxes, and Social Security decisions
Business owners balancing personal and company finances
Delegators who value an organized team and a repeatable planning process
Six connected areas. One coordinated financial life.
Marshal and the SixPoint team organize planning around the areas that most often shape a family’s ability to live well today and prepare confidently for tomorrow.
Investments
A strategy aligned with your goals, time horizon, income needs, and comfort with risk.
Retirement Income
A plan for turning savings, pensions, and Social Security into sustainable income.
Risk Management
Protection for the people, assets, and plans that matter most.
Tax Planning
Forward-looking decisions designed to improve coordination and reduce avoidable surprises.
Estate Planning
Thoughtful coordination of beneficiaries, documents, ownership, and family communication.
Custom Goals
Planning built around your family, priorities, opportunities, and definition of a meaningful life.
Start with the questions most relevant to you.
Explore practical guides and specialty planning resources created to help you understand your choices before making important financial decisions.