SixPoint Financial Partners

SixPoint Financial Partners – Your Six-Point Path to Financial Clarity, Confidence & Legacy

A well-planned life rests on six pillars: Investments, Retirement Income, Risk Management, Tax Planning, Estate Planning, and Custom Goals.

SixPoint is a team of specialized advisors focused on the unique needs of the people we serve — from maximizing investments to navigating a pension to protecting a family legacy.

Our specialties:
✅ RG&E & NYSEG employees — pension optimization & tax-efficient income planning
✅ Public school employees — pension, 403(b) & retirement planning
✅ High-net-worth families — wealth preservation & legacy planning
✅ Business owners — exit planning & tax strategy

Hosted by Dave Pulcini, CFP®, CEO/Managing Partner, this channel delivers real-world strategies for reducing taxes, growing wealth, and building a lasting legacy.

New videos weekly.

👉 Book a call: calendly.com/dpulcini
👉 Learn more: sixpointfp.com
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