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What does SixPoint Mean?

What does SixPoint mean?

Our name comes from the six points of the financial planning process :

  1. Investments
  2. Risk Management
  3. Tax Planning
  4. Retirement Income Planning
  5. Estate Planning
  6. 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.