SixPoint Financial Partners

SixPoint Financial Partners An independent financial planning firm providing you with customized investment and insurance solutions. Why? Let's talk about your financial goals today!

At SixPoint Financial, we live up to our name by bringing a multifaceted, comprehensive approach to personal finance. So we can put you on the path towards a successful financial future. As a financial advisory firm based in Pittsford, NY, we work to build wealth and minimize risk for individuals, educators, and healthcare professionals in the Rochester area. We specialize in retirement and invest

ment planning. The Six Points of our comprehensive financial planning include:

- Investment management
- Custom Goal Creation
- Retirement Income Planning
- Tax Planning
- Estate planning
- Insurance planning

At Six Point Financial Partners, we understand your financial needs are as unique as you are. That’s why we take an in-depth look into your retirement savings, investments, estate and much more to create a strategic, customized financial plan designed to meet your needs today, tomorrow and for years to come! Visit us online at https://sixpointfp.com/


Disclosure
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

11/06/2025

💼 SixPoint Insights | November 2025

Smart Year-End Financial Moves That Matter

As the year winds down, it’s the perfect time to make sure your financial plan finishes strong. At SixPoint Financial Partners, we’re spending this season helping clients tighten up the details — reviewing plans, running tax projections, and making sure every dollar is working efficiently before 2026 begins.

Here’s what we’re focused on right now for our clients:
✅ Reviewing retirement contributions to ensure they’re maxed out and aligned with 2025 income.
✅ Reviewing portfolios for strategic tax-harvesting opportunities as part of regular year-end planning.
✅ Coordinating year-end charitable gifts, especially appreciated stock donations.
✅ Confirming RMDs (Required Minimum Distributions) have been taken properly.
✅ Assisting families with Medicare Annual Enrollment, which runs through December 7th.
✅ Double-checking beneficiary designations and estate documents for accuracy.

📈 Year-end is when the best planners get proactive — small adjustments now can mean big results later.

If you’d like a second opinion or want to be sure your plan is optimized before the year closes, we’d love to help.

👉 Visit sixpointfp.com to learn more
📅 To schedule a meeting contact our office: [email protected]

Dave Pulcini, CFP and Jim Harshaw recording the latest episode of "Dear Rochester, Retire Well!" Episode goes live Mond...
07/11/2024

Dave Pulcini, CFP and Jim Harshaw recording the latest episode of "Dear Rochester, Retire Well!" Episode goes live Monday morning on all major podcast platforms and Youtube!

07/08/2024

Managing Director Dave Pulcini, CFP and Brian Chapman of J.D. Chapman Agency, Inc discuss why insurance is NOT a scam on our most recent podcast episode of "Dear Rochester, Retire Well."
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Dave Pulcini, CFP
06/20/2024

Dave Pulcini, CFP

Analysts at the bank said the asset management industry is in a ‘paradigm shift’ and changes could happen within 10 years

Dave Pulcini, CFP
06/19/2024

Dave Pulcini, CFP

The issue is something called stepped-up basis. Certain assets, including stocks, real property, collectibles, businesses, and cryptocurrencies, are stepped up to their value on the day of the death.

Your money. Your choice.
05/19/2024

Your money. Your choice.

Check out my interview with fellow SixPoint Financial Partners advisor, Aaron Laranetto -- as we discuss the importance ...
05/11/2024

Check out my interview with fellow SixPoint Financial Partners advisor, Aaron Laranetto -- as we discuss the importance of building and fostering relationships in the financial planning industry. 🤝
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Link to full episode in the comments 👇

Address

1169 Pittford-Victor Road Suite 120
Pittsford, NY
14534

Telephone

+15854850947

Website

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