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Episode 2 — The Six Points of Your Financial Plan



SixPoint Financial Partners is built upon six planning pillars that will point you towards a brighter financial future. 

In this episode, join David Pulcini as he breaks down these key pillars by detailing the story behind SixPoint Financial and how it cultivated its focus on delivering top-notch financial services to clients.

In this episode, you will learn:

  • The history behind SixPoint Financial Services
  • The six points of comprehensive financial planning
  • How to minimize your taxes
  • How often should clients reach out to their advisors 
  • And more!

Tune in and discover the six points of planning that will help lead you towards the financial future you desire!

Resources: Connect with David on Linkedin | SixPoint Financial Partners 

Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. SixPoint Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.