At Six Point Financial Group, our mission is to help you meet your financial goals throughout the various stages of your life. Whether you are starting a career, beginning your family, changing jobs, sending children to college or retiring, we are qualified to guide you on your journey. Karen Evans and Pamela Zell have more than four decades of expertise in helping high net-worth clients.
We are an independent financial planning and investment management firm. Why is independence so important? Because we are not tied to one solution or one financial product. We deliver customized financial solutions that are objective and unbiased -- guided only by your best interests and our expertise.
What also sets us apart is our personal service. We take our time with every single client creating a unique environment where you are assured that you have been heard and that your input matters. This leads to a productive relationship and a sound working relationship.
We build our strong relationships through trust, which is the cornerstone of the advisory engagement. And this is why most of our new business comes from client referrals.
We welcome the opportunity to talk with you soon about how we can help you plan for tomorrow and live for today.
With a professional staff that includes two Certified Financial Planning™ professionals, Six Point Financial Group provides comprehensive financial planning services along with independent and unbiased investment recommendations. Your unique plan is created around your family goals, your position on money and risk as well as your financial resources.
We understand the incredible challenges you'll face as you prepare for the transition to retirement. Our goal is to help you realize your dreams and expectations to the fullest extent possible.