The Six Points of Your Financial Plan
Jan 6, 2021
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!