Our Process

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 changing careers, educating your children, contemplating retirement or dealing with the loss of a spouse, we are qualified to guide you on your journey by addressing the Six Points of comprehensive financial planning.

Our specialized plan is the framework for the long-standing relationship we build with our clients. It is continually monitored and modified as needed. Within this plan, we take a strategic approach to investing using extensive research to implement asset allocation strategies using both fundamental core investments as well as alternative investments.  Your investment portfolio is unique to you and continually repositioned to not exceed your tolerance for risk.