What does SixPoint mean?
Our name comes from the six points of the financial planning process :
- Risk Management
- Tax Planning
- Retirement Income Planning
- Estate Planning
- Custom Goal Planning
Our name relates to our multifaceted approach to our comprehensive planning process. We feel that our clients will be on the path towards a successful future when we cover these six points.
To learn more about our planning process or to ensure that you have all six points covered Click here.