Helping guide you on your journey

Protecting your family's future

Planning your next chapter

Embracing career challenges

Customized and comprehensive advisory services

Flexible solutions to fit your lifestyle

Independent and unbiased financial advice

Growing your business

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Who is Six Point?

We are an independent financial planning and investment management firm that focuses on you. Our personalized service knows no boundaries. Each client experiences our unique Six Point process that offers solutions for life’s transitions.

Karen Evans and Pam Zell have more than four decades of expertise in helping high net worth clients in the later years of their lives.  We are independent which means we are never tied to one solution or one financial product and can offer a variety of options to meet your needs.  Our independence also allows us to tailor your experience specific to your needs, spending whatever amount of time is required.  You will never feel rushed or slighted on service.

Ask Yourself

Do I have enough money to retire?  Am I able to afford college tuition? What will happen to me if my spouse has a long-term care need? Am I doing all I can to reduce taxes? Am I missing an investment opportunity?
 

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How We Do It

Our comprehensive Six Point planning approach analyzes each of your life transitions to design a unique plan focusing on you.  We form strategic partnerships with accountants, attorneys and insurance professionals to provide comprehensive service to ensure that all Six Points are addressed and integrated.

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Six Points

We provide a solutions-based model addressing the Six Points of planning – Cash Flow Analysis, Investment Planning & Analysis, Retirement Planning, Tax Planning, Insurance Guidance and Gift and Estate Planning. Read More

Contact Us

Six Point Financial Group LLC
14755 N. Outer 40 Dr. Suite 204
Chesterfield, MO 63017
Phone: 636-519-0049
Fax: (636) 519-7445

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