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Episode 3 — The ‘Think About It’ Process for Building a Brighter Financial Future Together

Episode 3 — The ‘Think About It’ Process for Building a Brighter Financial Future Together

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SixPoints Financial Partners wants you to know exactly where you stand and how they can help before you pay them a single dollar. 

That’s why they created their ‘Think About It’ process.

In today’s episode, David Pulcini introduces the ‘Think About It’ process and the six steps it includes to provide you with the framework you need for making an informed decision about working together. 

In this episode, you will learn:

  • Why the ‘Think About It’ process was created
  • The six-step process prospective clients go through
  • About the secret seventh step
  • David’s philosophy on how clients and advisors should work together 
  • And more!

Tune in now to learn how SixPoint’s ‘Think About It’ process can help you decide whether they will be the best fit for you!

Resources: Connect with David on Linkedin | SixPoint Financial Partners | SixPoint’s ‘Think About It’ Process

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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Episode 2 — The Six Points of Your Financial Plan

Episode 2 — The Six Points of Your Financial Plan

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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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Episode 1 — Welcome to the Dear Rochester, Retire Well Podcast!

Episode 1 — Welcome to the Dear Rochester, Retire Well Podcast!

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Welcome to Dear Rochester, Retire Well with David Pulcini of Six Point Financial Partners!

With this podcast, get ready to take the first step towards a brighter financial tomorrow with David as your guide. In each episode, David will help you explore ways you can build your wealth while minimizing risk with a multifaceted, comprehensive approach to personal finance.  

In this inaugural episode, meet David. Discover everything about him from how he got into the financial industry and the work he does with clients to what he does for fun when he’s off the clock!

In this episode, you will learn:

  • About David’s journey into the financial industry
  • Who makes up the Six Point Financial Partners team
  • Six Point Financial Partners’ ideal client
  • Who David is outside of the office
  • And more!

Tune in now for your official introduction to the Dear Rochester, Retire Well podcast!

Resources: Connect with David on Linkedin | Six Point 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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