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 by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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