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.

You will receive personal service from our firm, beginning with our initial meeting. At that first session, we will discuss your financial goals and life needs as well as planning for future generations. We will also consult with you regarding your tolerance for risk and investing in the market. After conducting a thorough analysis, we will present a financial plan that, together as partners, we will implement, monitor and update. We will meet with you on a regular basis to update your plan, track your progress and determine if any changes need to be made.

In addition to the special talents of our partners, we also have strong strategic alliances with professionals in the fields of estate planning, tax law, accounting and insurance.

Our planning and investment services include the following SIX POINTS:

  • 1) Investment Planning and Analysis. We want your portfolio to grow, along with your peace of mind. Our recommendations, built around your risk tolerance, factor in three key investment disciplines: asset allocation, diversification and rebalancing. Moreover, our fee-based approach allows us to choose from a wide range of investment products, including load and no-load mutual funds, stocks and bonds, exchange traded funds, alternative investments (public programs) and institutional portfolio management services.

 

  • 2) Cash Flow Analysis. Regardless of where you are in life, at the start of your career or approaching retirement, it’s prudent to track and plan your cash flow. This helps build a firm foundation for two critical financial objectives: solvency and security.

 

  • 3) Gift and Estate Planning.  As your primary financial advisor, we want to make sure that the estate plan you develop with an attorney supports your long-term financial objectives. To that end, we will work with you and your attorney to facilitate the planning process and to design strategies, perhaps including charitable giving, to strengthen your estate plan and address your estate planning goals.

 

  • 4) Insurance Counseling. We believe it is important to review your insurance policies. The type, ownership and beneficiary designations are all crucial to the effectiveness of any policy. Insurance counseling is one more step in bringing clarity to your full financial picture.

 

  • 5) Tax planning. Just about every major financial decision you make has a tax consequence. Taxes can erode your earnings and savings - and compromise your financial plan, whether it’s for you and your family or your business. On an ongoing basis, it is important to meet so that, together, we can identify and implement strategies to minimize your tax burden.

 

  • 6) Retirement planning. How do you want to spend your 60s, 70s and 80s? That is something we will be talking a lot about -- monthly, quarterly or annually, depending on your needs. You tell us what you want. We’ll design a roadmap to get you there.

The Planning Process

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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