{"id":10,"date":"2023-10-28T18:29:56","date_gmt":"2023-10-28T18:29:56","guid":{"rendered":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/?page_id=10"},"modified":"2023-11-15T02:19:24","modified_gmt":"2023-11-15T02:19:24","slug":"home","status":"publish","type":"page","link":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10\" class=\"elementor elementor-10\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-291cd01 elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"291cd01\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;video&quot;,&quot;background_video_link&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/new-video-sixpointfp-3.mp4&quot;,&quot;background_play_on_mobile&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-background-video-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<video class=\"elementor-background-video-hosted elementor-html5-video\" autoplay muted playsinline loop><\/video>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0f6ee5b\" data-id=\"0f6ee5b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-73c498a elementor-widget elementor-widget-spacer\" data-id=\"73c498a\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 25-10-2023 *\/\n.elementor-column .elementor-spacer-inner{height:var(--spacer-size)}.e-con{--container-widget-width:100%}.e-con-inner>.elementor-widget-spacer,.e-con>.elementor-widget-spacer{width:var(--container-widget-width,var(--spacer-size));--align-self:var(--container-widget-align-self,initial);--flex-shrink:0}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container,.e-con>.elementor-widget-spacer>.elementor-widget-container{height:100%;width:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer{height:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner{height:var(--container-widget-height,var(--spacer-size))}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty,.e-con>.elementor-widget-spacer.elementor-widget-empty{position:relative;min-height:22px;min-width:22px}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon,.e-con>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon{position:absolute;top:0;bottom:0;left:0;right:0;margin:auto;padding:0;width:22px;height:22px}<\/style>\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-033e36f elementor-widget elementor-widget-spacer\" data-id=\"033e36f\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb8d511 elementor-widget elementor-widget-spacer\" data-id=\"fb8d511\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-65c5920 e-con-full elementor-hidden-desktop elementor-hidden-tablet e-flex e-con e-parent\" data-id=\"65c5920\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;video&quot;,&quot;background_video_link&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/new-video-sixpointfp-4.mp4&quot;,&quot;content_width&quot;:&quot;full&quot;,&quot;background_video_start&quot;:1,&quot;background_play_on_mobile&quot;:&quot;yes&quot;}\" data-core-v316-plus=\"true\">\n\t\t<div class=\"elementor-background-video-container\">\n\t\t\t\t\t\t\t<video class=\"elementor-background-video-hosted elementor-html5-video\" autoplay muted playsinline loop><\/video>\n\t\t\t\t\t<\/div>\t\t<div class=\"elementor-element elementor-element-572a8fb elementor-widget elementor-widget-spacer\" data-id=\"572a8fb\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d547b70 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d547b70\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3ca7ea7 elementor-invisible\" data-id=\"3ca7ea7\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-657d9d1 elementor-widget elementor-widget-jkit_heading\" data-id=\"657d9d1\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-left align-tablet- align-mobile- jeg_module___69e1ee9b2c4c3\" ><h3 class=\"heading-section-subtitle  style-color\">SIXPOINT FINANCIAL ADVISORS<\/h3><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Financial goals for your future are important<\/h2><\/div><div class=\"heading-section-separator\"><div class=\"separator-wrapper style-solid\"><\/div><\/div><div class=\"heading-section-description\"><div id=\"section25-box1-paragraph\" class=\"c-sxs--description js-complex-editable\" data-section-id=\"25\" data-box-id=\"1\" data-box-type=\"content\"><p>That\u2019s where SixPoint Financial Partners can help. We\u2019re here to help our clients create a comprehensive road map \u2014 that includes the six essential points of comprehensive financial planning \u2014 to direct their actions today and set them on a path toward a bright financial future.<\/p><p>We use technology and customized communications to deliver a unique, personalized client experience. We make financial planning simple and user-friendly so our clients understand their plan, are able to monitor their progress and be confident about tomorrow.\u00a0<\/p><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-d9a1c30 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d9a1c30\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-9a0ec44\" data-id=\"9a0ec44\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-99accdb elementor-align-left elementor-widget elementor-widget-button\" data-id=\"99accdb\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-xs\" href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/our-process\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">SEE OUR PROCESS<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-840bbd0\" data-id=\"840bbd0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-d065c59 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d065c59\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-d318c10\" data-id=\"d318c10\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5c2bf2b elementor-widget elementor-widget-image\" data-id=\"5c2bf2b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 25-10-2023 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" width=\"800\" height=\"671\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-Pulcini_.png\" class=\"attachment-large size-large wp-image-14\" alt=\"\" decoding=\"async\" srcset=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-Pulcini_.png 940w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-Pulcini_-300x251.png 300w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-Pulcini_-768x644.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-79e1e1e\" data-id=\"79e1e1e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d84f75f elementor-widget elementor-widget-heading\" data-id=\"d84f75f\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 25-10-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">David Pulcini<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-be2a363 elementor-widget elementor-widget-text-editor\" data-id=\"be2a363\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 25-10-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Managing Partner<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-02e606c\" data-id=\"02e606c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e4548eb elementor-widget elementor-widget-image\" data-id=\"e4548eb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"768\" height=\"1024\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575-768x1024.png\" class=\"attachment-large size-large wp-image-15\" alt=\"\" decoding=\"async\" srcset=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575-768x1024.png 768w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575-225x300.png 225w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575-1152x1536.png 1152w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575-1536x2048.png 1536w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-17T164904.575.png 1728w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5007031 elementor-section-content-middle elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5007031\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-eb6d2fd elementor-invisible\" data-id=\"eb6d2fd\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3338051 elementor-widget elementor-widget-jkit_animated_text\" data-id=\"3338051\" data-element_type=\"widget\" data-widget_type=\"jkit_animated_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-animated-text jeg_module__1_69e1ee9b330eb\"  data-style=\"rotating\" data-text=\"Public School Employees,Pre-Retirees,Individuals,Families,Rochester Regional Health Employees\" data-rotate=\"typing\" data-delay=\"2500\" data-letter-speed=\"100\" data-delay-delete=\"500\"><p class=\"animated-text\"><span class=\"normal-text style-color\">We Proudly Work With <\/span><span class=\"dynamic-wrapper style-color\"><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">P<\/span><span class=\"dynamic-text-letter\">u<\/span><span class=\"dynamic-text-letter\">b<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">S<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">E<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">p<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">y<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">P<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">-<\/span><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">I<\/span><span class=\"dynamic-text-letter\">n<\/span><span class=\"dynamic-text-letter\">d<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">v<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">d<\/span><span class=\"dynamic-text-letter\">u<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">F<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">g<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">n<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">H<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">E<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">p<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">y<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><\/span><span class=\"normal-text style-color\"><\/span><\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d851a00 elementor-widget elementor-widget-text-editor\" data-id=\"d851a00\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>We understand your financial needs are as unique as you are.\u00a0That\u2019s 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 the needs of your family\u2019s life today, tomorrow and for years to come.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b21852b elementor-align-left elementor-widget elementor-widget-button\" data-id=\"b21852b\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Let's Talk<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ab3dc78 elementor-invisible\" data-id=\"ab3dc78\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a873c16 elementor-hidden-phone elementor-invisible elementor-widget elementor-widget-image\" data-id=\"a873c16\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_delay&quot;:&quot;200&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"800\" height=\"671\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972.png\" class=\"attachment-large size-large wp-image-19\" alt=\"\" decoding=\"async\" srcset=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972.png 940w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972-300x251.png 300w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972-768x644.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-58f882f elementor-section-content-middle elementor-hidden-desktop elementor-hidden-tablet elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"58f882f\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-9d9bea1 elementor-invisible\" data-id=\"9d9bea1\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4d9f9b1 elementor-widget elementor-widget-jkit_animated_text\" data-id=\"4d9f9b1\" data-element_type=\"widget\" data-widget_type=\"jkit_animated_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-animated-text jeg_module__2_69e1ee9b35b75\"  data-style=\"rotating\" data-text=\"Public School Employees,Pre-Retirees,Individuals,Families,Rochester Regional Health Employees\" data-rotate=\"typing\" data-delay=\"2500\" data-letter-speed=\"100\" data-delay-delete=\"500\"><p class=\"animated-text\"><span class=\"normal-text style-color\">We Proudly Work With <\/span><span class=\"dynamic-wrapper style-color\"><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">P<\/span><span class=\"dynamic-text-letter\">u<\/span><span class=\"dynamic-text-letter\">b<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">S<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">E<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">p<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">y<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">P<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">-<\/span><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">I<\/span><span class=\"dynamic-text-letter\">n<\/span><span class=\"dynamic-text-letter\">d<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">v<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">d<\/span><span class=\"dynamic-text-letter\">u<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">F<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><span class=\"dynamic-text\"><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">c<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">r<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">R<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">g<\/span><span class=\"dynamic-text-letter\">i<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">n<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">H<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">a<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">t<\/span><span class=\"dynamic-text-letter\">h<\/span><span class=\"dynamic-text-letter\"> <\/span><span class=\"dynamic-text-letter\">E<\/span><span class=\"dynamic-text-letter\">m<\/span><span class=\"dynamic-text-letter\">p<\/span><span class=\"dynamic-text-letter\">l<\/span><span class=\"dynamic-text-letter\">o<\/span><span class=\"dynamic-text-letter\">y<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">e<\/span><span class=\"dynamic-text-letter\">s<\/span><\/span><\/span><span class=\"normal-text style-color\"><\/span><\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8d880d elementor-widget elementor-widget-text-editor\" data-id=\"b8d880d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>We understand your financial needs are as unique as you are.\u00a0That\u2019s 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 the needs of your family\u2019s life today, tomorrow and for years to come.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b428aa8 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"b428aa8\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Let's Talk<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6a962ac elementor-invisible\" data-id=\"6a962ac\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0d77a5a elementor-hidden-phone elementor-invisible elementor-widget elementor-widget-image\" data-id=\"0d77a5a\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;,&quot;_animation_delay&quot;:&quot;200&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"800\" height=\"671\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972.png\" class=\"attachment-large size-large wp-image-19\" alt=\"\" decoding=\"async\" srcset=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972.png 940w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972-300x251.png 300w, https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/Untitled-design-2023-09-28T090504.972-768x644.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-90e4d3c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"90e4d3c\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2771644\" data-id=\"2771644\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2c59013 elementor-invisible elementor-widget elementor-widget-jkit_heading\" data-id=\"2c59013\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__3_69e1ee9b38727\" ><h3 class=\"heading-section-subtitle  style-color\">OUR SERVICES<\/h3><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">The Six Points<\/h2><\/div><div class=\"heading-section-separator\"><div class=\"separator-wrapper style-solid\"><\/div><\/div><div class=\"heading-section-description\"><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-374ad8d elementor-widget elementor-widget-shortcode\" data-id=\"374ad8d\" data-element_type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-shortcode\"><script>console.log(\"SixPoint Slider: Please register the Slider Revolution plugin to use premium templates.\")<\/script>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d4a28c9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d4a28c9\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2b1e3da\" data-id=\"2b1e3da\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a3c5a4b elementor-invisible elementor-widget elementor-widget-jkit_heading\" data-id=\"a3c5a4b\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__4_69e1ee9b3a7b6\" ><h3 class=\"heading-section-subtitle  style-color\">OUR TEAM<\/h3><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Meet Our Team<\/h2><\/div><div class=\"heading-section-separator\"><div class=\"separator-wrapper style-solid\"><\/div><\/div><div class=\"heading-section-description\"><p>Meet the great team of people here at Six Point Financial!<\/p><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-755f6bf elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"755f6bf\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<article class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-63dad16 elementor-invisible\" data-id=\"63dad16\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/david-pulcini-jr\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/david-pulcini-jr\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-7e6b1ad elementor-widget elementor-widget-jkit_team\" data-id=\"7e6b1ad\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__5_69e1ee9b3f17c\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-23-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/david-pulcini-jr\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bb84674 elementor-widget elementor-widget-jkit_heading\" data-id=\"bb84674\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__6_69e1ee9b4159b\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">David Pulcini Jr., RICP\u00ae, CFP\u00ae<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Managing Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1d4acbb elementor-invisible\" data-id=\"1d4acbb\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/john-harms\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/john-harms\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-1000776 elementor-widget elementor-widget-jkit_team\" data-id=\"1000776\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__7_69e1ee9b42a69\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-11-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/john-harms\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6a437f elementor-widget elementor-widget-jkit_heading\" data-id=\"f6a437f\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__8_69e1ee9b43df5\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">John Harms, RICP\u00ae, CFP\u00ae<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-605d0d0 elementor-invisible\" data-id=\"605d0d0\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/marshal-scheidt\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/marshal-scheidt\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-e05144e elementor-widget elementor-widget-jkit_team\" data-id=\"e05144e\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__9_69e1ee9b44b24\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-10-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/marshal-scheidt\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-323c5d6 elementor-widget elementor-widget-jkit_heading\" data-id=\"323c5d6\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__10_69e1ee9b45baa\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Marshal Scheidt<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-d9d8761 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d9d8761\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3418afb elementor-invisible\" data-id=\"3418afb\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/alex-neri\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/alex-neri\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-daf11c6 elementor-widget elementor-widget-jkit_team\" data-id=\"daf11c6\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__11_69e1ee9b46ee2\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-12-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/alex-neri\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-08f941c elementor-widget elementor-widget-jkit_heading\" data-id=\"08f941c\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__12_69e1ee9b48553\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Alex Neri, RICP\u00ae, CFP\u00ae<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-2a1683f elementor-invisible\" data-id=\"2a1683f\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/joe-prestigiacomo\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/joe-prestigiacomo\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-9687e16 elementor-widget elementor-widget-jkit_team\" data-id=\"9687e16\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__13_69e1ee9b493b5\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-13-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/joe-prestigiacomo\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d459f8d elementor-widget elementor-widget-jkit_heading\" data-id=\"d459f8d\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__14_69e1ee9b4ac1b\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Joe Prestigiacomo, CFP\u00ae<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-d1ef092 elementor-invisible\" data-id=\"d1ef092\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/christopher-cortina\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/christopher-cortina\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-f529e1e elementor-widget elementor-widget-jkit_team\" data-id=\"f529e1e\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__15_69e1ee9b4bb83\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-14-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/christopher-cortina\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c57dc3c elementor-widget elementor-widget-jkit_heading\" data-id=\"c57dc3c\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__16_69e1ee9b4cc04\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Christopher Cortina<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Partner<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-e04867a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e04867a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-6e942e9 elementor-invisible\" data-id=\"6e942e9\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/aaron-laranetto\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/aaron-laranetto\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-fa0bdee elementor-widget elementor-widget-jkit_team\" data-id=\"fa0bdee\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__17_69e1ee9b4e252\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-24-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/aaron-laranetto\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f5698ac elementor-widget elementor-widget-jkit_heading\" data-id=\"f5698ac\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__18_69e1ee9b4f530\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Aaron Laranetto<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Investor Advisor Representative<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-85de2b1 elementor-invisible\" data-id=\"85de2b1\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/amy-wiseman\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/amy-wiseman\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-ad85bfb elementor-widget elementor-widget-jkit_team\" data-id=\"ad85bfb\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__19_69e1ee9b507da\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-15-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/amy-wiseman\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e212439 elementor-widget elementor-widget-jkit_heading\" data-id=\"e212439\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__20_69e1ee9b5184a\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Amy Wiseman<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Operations Associate<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-be75c1e elementor-invisible\" data-id=\"be75c1e\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/eric-phoulavong\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/eric-phoulavong\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-95f1179 elementor-widget elementor-widget-jkit_team\" data-id=\"95f1179\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__21_69e1ee9b52ba5\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/10\/David-16-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/eric-phoulavong\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-84e0655 elementor-widget elementor-widget-jkit_heading\" data-id=\"84e0655\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__22_69e1ee9b54295\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Eric Phoulavong<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Operations Associate<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-626972e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"626972e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-1d16ddf elementor-invisible\" data-id=\"1d16ddf\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/allison-pulcini\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/allison-pulcini\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-142290d elementor-widget elementor-widget-jkit_team\" data-id=\"142290d\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__23_69e1ee9b5603c\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/11\/David-25-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/allison-pulcini\/\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8410d6 elementor-widget elementor-widget-jkit_heading\" data-id=\"b8410d6\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__24_69e1ee9b57c98\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Allison Pulcini<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">Director of Communications<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-8ae1844 elementor-invisible\" data-id=\"8ae1844\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div data-ra-element-link=\"{&quot;url&quot;:&quot;https:\\\/\\\/davidsixpoint.logicmarketingdevspace.com\\\/index.php\\\/amy-wiseman\\\/&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;}\" style=\"cursor: pointer\" target=\"_self\" onClick=\"window.open(&#039;https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/amy-wiseman\/&#039;, &#039;_self&#039;)\" class=\"elementor-element elementor-element-6645fca elementor-widget elementor-widget-jkit_team\" data-id=\"6645fca\" data-element_type=\"widget\" data-widget_type=\"jkit_team.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-team style-overlay overlay-bottom jeg_module__25_69e1ee9b5abff\" ><div class=\"profile-card \"><img decoding=\"async\" src=\"https:\/\/davidsixpoint.logicmarketingdevspace.com\/wp-content\/uploads\/2023\/11\/David-26-808x1024.png\" >\n                <div class=\"hover-area alignment-center\"><div class=\"profile-body\">\n                <h2 class=\"profile-title\"><\/h2>\n                <p class=\"profile-designation\"><\/p>\n                \n                <ul class=\"social-list\"><li class=\"social-icon elementor-repeater-item-5ad6f6c\"><a href=\"\"  ><i aria-hidden=\"true\" class=\"jki jki-select-light\"><\/i><\/a><\/li><\/ul>\n            <\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8891671 elementor-widget elementor-widget-jkit_heading\" data-id=\"8891671\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-center align-tablet- align-mobile- jeg_module__26_69e1ee9b5be03\" ><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Trevor Smith<\/h2><\/div><h3 class=\"heading-section-subtitle  style-color\">CPA<\/h3><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-d350621 elementor-invisible\" data-id=\"d350621\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInUp&quot;,&quot;animation_delay&quot;:&quot;100&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6ac4906 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6ac4906\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-935a4ad elementor-reverse-tablet elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"935a4ad\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d95600a elementor-invisible\" data-id=\"d95600a\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b9b7642 elementor-widget elementor-widget-video\" data-id=\"b9b7642\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=dCaYCA_OzSM&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.17.0 - 25-10-2023 *\/\n.elementor-widget-video .elementor-widget-container{overflow:hidden;transform:translateZ(0)}.elementor-widget-video .elementor-wrapper{aspect-ratio:var(--video-aspect-ratio)}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{height:100%;width:100%;display:flex;border:none;background-color:#000}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-wrapper{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .elementor-open-inline .elementor-custom-embed-image-overlay{position:absolute;top:0;right:0;bottom:0;left:0;background-size:cover;background-position:50%}.elementor-widget-video .elementor-custom-embed-image-overlay{cursor:pointer;text-align:center}.elementor-widget-video .elementor-custom-embed-image-overlay:hover .elementor-custom-embed-play i{opacity:1}.elementor-widget-video .elementor-custom-embed-image-overlay img{display:block;width:100%;aspect-ratio:var(--video-aspect-ratio);-o-object-fit:cover;object-fit:cover;-o-object-position:center center;object-position:center center}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-custom-embed-image-overlay{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-custom-embed-image-overlay img{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .e-hosted-video .elementor-video{-o-object-fit:cover;object-fit:cover}.e-con-inner>.elementor-widget-video,.e-con>.elementor-widget-video{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-9175ef7 elementor-invisible\" data-id=\"9175ef7\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7e17123 elementor-widget elementor-widget-jkit_heading\" data-id=\"7e17123\" data-element_type=\"widget\" data-widget_type=\"jkit_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-heading  align-right align-tablet- align-mobile- jeg_module__27_69e1ee9b5ed1f\" ><h3 class=\"heading-section-subtitle  style-color\">TESTIMONIALS<\/h3><div class=\"heading-section-title  display-inline-block\"><h2 class=\"heading-title\">Case Studies<\/h2><\/div><div class=\"heading-section-separator\"><div class=\"separator-wrapper style-solid\"><\/div><\/div><div class=\"heading-section-description\"><p>Learn how we help the great people who choose Six Point Financial.<\/p><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-493cd39 e-flex e-con-boxed e-con e-parent\" data-id=\"493cd39\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\" data-core-v316-plus=\"true\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4f11c3e elementor-widget elementor-widget-spacer\" data-id=\"4f11c3e\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b7e98e elementor-widget elementor-widget-heading\" data-id=\"6b7e98e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">FAQS<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-569905a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"569905a\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-715ebd5 elementor-invisible\" data-id=\"715ebd5\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ac9b53d elementor-widget elementor-widget-jkit_accordion\" data-id=\"ac9b53d\" data-element_type=\"widget\" data-widget_type=\"jkit_accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div  class=\"jeg-elementor-kit jkit-accordion style-default jeg_module__28_69e1ee9b69a43\" ><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-4c54035\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-4c54035\" aria-controls=\"expand-4c54035\">\n                        <span class=\"title\">What makes you different?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-4c54035\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">What sets us apart in this industry is our commitment to delivering a financial planning experience that is backed by proprietary systems and processes. We don't just focus on one or two aspects of your financial life; we cover all Six Points of Financial Planning\u2014Investment Planning, Retirement Income Planning, Risk Management, Tax Planning, Estate Planning, and Custom Goals.<\/span><\/p><p><span style=\"font-weight: 400\">Our well-defined Communication Calendar ensures that you're never left in the dark. Regularly scheduled review meetings are facilitated by efficient systems and protocols, ensuring that your time is respected and used effectively.<\/span><\/p><p><span style=\"font-weight: 400\">But what really makes the difference is our people. Both our advisors and support staff are world-class, deeply committed to their crafts, and continually upskilling to stay at the forefront of financial planning innovations.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-a10b044\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-a10b044\" aria-controls=\"expand-a10b044\">\n                        <span class=\"title\">How do you help your clients with their investments?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-a10b044\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Investment planning is one of the Six Points of Financial Planning that we focus on, and we approach it with the same level of rigor and customization as we do every other aspect of your financial life. First, we start by understanding your individual risk tolerance, financial goals, and investment horizon. These elements serve as the building blocks of your tailored investment strategy.<\/span><\/p><p><span style=\"font-weight: 400\">Our proprietary investment systems are designed to continuously monitor and adjust your portfolio, ensuring that it remains aligned with your broader financial objectives. We don't believe in a 'set it and forget it' approach. Our team is actively engaged in market analysis, ensuring that we capitalize on opportunities while mitigating potential risks.<\/span><\/p><p><span style=\"font-weight: 400\">We also integrate your investment planning with other aspects of your financial life. Whether it's optimizing for tax efficiency or balancing your portfolio to complement your retirement income streams, we ensure that your investments are not siloed but are a harmonious part of a holistic financial strategy.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-3b675fa\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-3b675fa\" aria-controls=\"expand-3b675fa\">\n                        <span class=\"title\">How do you help your clients with their retirement planning?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-3b675fa\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Retirement planning is another cornerstone of our Six Points of Financial Planning, and we approach it with a multi-faceted methodology designed to ensure that you can enjoy your golden years without financial worry. Our first step is a comprehensive analysis of your current financial landscape, taking into account existing retirement accounts, Social Security benefits, pensions, and any other sources of income you may have in retirement.\u00a0 We want to go over these two questions; \u201cHow much do you need?? \u00a0 Where will it come from?\u201d<\/span><\/p><p><span style=\"font-weight: 400\">We then proceed to model different retirement scenarios using our proprietary systems. This allows us to create a custom retirement income plan, projecting future cash flows and lifestyle sustainability. Based on these models, we help you make informed decisions on when to retire, how much to save, and the kind of lifestyle you can afford in retirement.<\/span><\/p><p><span style=\"font-weight: 400\">Investment management doesn't stop when retirement planning begins. In fact, they are closely integrated. We adjust your investment portfolio to match your retirement income needs, ensuring that the risk profile aligns with your new financial objectives and cash flow requirements.<\/span><\/p><p><span style=\"font-weight: 400\">Scheduled review meetings, facilitated by our robust processes and systems, enable us to adjust your retirement plan as needed. Life changes, and flexibility is key. Our Communication Calendar ensures that you are constantly in the loop, and our world-class advisors and support staff are always a phone call away for any questions or adjustments.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-bf276eb\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-bf276eb\" aria-controls=\"expand-bf276eb\">\n                        <span class=\"title\">How do you help your clients save money on their taxes now and in the future?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-bf276eb\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Tax planning is one of the Six Points of Financial Planning that we emphasize, and it serves as a critical overlay to all the other aspects of your financial life, from investment planning to retirement income streams. Our approach to tax planning is both proactive and integrated, ensuring that we maximize your tax efficiency not just for the current year, but for the long term as well.<\/span><\/p><p><span style=\"font-weight: 400\">For those clients in the accumulation phase, we offer tax-efficient investment strategies such as tax-loss harvesting and the use of tax-efficient funds. Our goal is to optimize the after-tax returns on your investments. Furthermore, we consider the tax implications of buy\/sell decisions within your portfolio, always aiming for long-term capital gains treatment where possible.<\/span><\/p><p><span style=\"font-weight: 400\">On the retirement side, we delve into Roth conversion strategies. We assess the potential for converting traditional IRA assets into a Roth IRA, offering the opportunity for tax-free growth and withdrawals, thereby reducing your future tax liability. This also plays into our broader retirement planning process, where we work to ensure that your retirement income is as tax-efficient as possible.<\/span><\/p><p><span style=\"font-weight: 400\">But tax planning isn\u2019t just about you; it's also about your legacy. We align your estate planning strategies with your tax objectives, utilizing tactics such as gift strategies or charitable contributions to minimize estate and inheritance taxes for your heirs.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-7c93c95\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-7c93c95\" aria-controls=\"expand-7c93c95\">\n                        <span class=\"title\">Do you have a professional network that we can utilize?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-7c93c95\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Having a strong professional network is an essential part of our value proposition and aligns seamlessly with our Six Points of Financial Planning approach. Our goal is to provide you with a comprehensive, one-stop solution for all your financial needs, and that often includes services beyond the scope of financial planning and asset management.<\/span><\/p><p><span style=\"font-weight: 400\">We maintain strategic relationships with a host of professionals in various industries, each carefully vetted to meet the high standards of service and expertise we believe our clients deserve. This includes Certified Public Accountants for tax planning and preparation, estate planning attorneys for wills and trusts, insurance specialists for risk management, and even real estate experts for property investment considerations.<\/span><\/p><p><span style=\"font-weight: 400\">Our integrated approach ensures that all your financial activities are coordinated. By working in tandem with these professionals, we aim to streamline the financial planning process, saving you time and potentially reducing costs. Moreover, our collaboration with these experts ensures that your financial plan is both comprehensive and customized, taking into account all facets of your financial landscape.<\/span><\/p><p><span style=\"font-weight: 400\">Whether you\u2019re looking to optimize your tax strategy, ensure your estate planning is up to date, or even address more specialized financial concerns, we\u2019ve got you covered through our network. This collaborative ecosystem is part of our commitment to delivering a world-class financial planning experience.<\/span><\/p><p><span style=\"font-weight: 400\">Having a professional network also allows us to stay current with industry trends and legislative changes. Through scheduled review meetings and our robust Communication Calendar, we can proactively introduce you to the relevant professionals in our network whenever a specific need or opportunity arises.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-8aa17a9\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-8aa17a9\" aria-controls=\"expand-8aa17a9\">\n                        <span class=\"title\">How do you help your clients get, and stay, organized?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-8aa17a9\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Whether you have an incredibly complex financial situation, or are just starting out in your financial planning journey, we are able to make the complex simple. \u00a0 We put all of our clients financials on one page that serves as an outline for our review process, and also serves as a \u201cmap\u201d should something happen to our clients.\u00a0\u00a0\u00a0\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">Organization is the bedrock of effective financial planning, and it's an area where we excel. Our holistic approach to the Six Points of Financial Planning is underpinned by proprietary systems and processes designed to not just get you organized but to keep you that way for the long haul.<\/span><\/p><p><span style=\"font-weight: 400\">Firstly, our initial consultations include a deep dive into your current financial situation, during which we collect and catalog all the necessary information\u2014investment accounts, retirement savings, liabilities, insurance policies, estate documents, and more. We then input this data into our planning software, providing a centralized, up-to-date snapshot of your financial life.<\/span><\/p><p><span style=\"font-weight: 400\">To help you stay organized, we have a robust Communication Calendar that ensures regular check-ins and reviews. Our scheduled review meetings are structured and comprehensive, covering all aspects from investment performance to retirement planning updates, tax strategies, and more. These aren't just cursory reviews; they're systematic evaluations to ensure that you're on track to meet your financial objectives.<\/span><\/p><p><span style=\"font-weight: 400\">Beyond meetings, we offer digital tools that you can access 24\/7 to review your financial plan, monitor your investment portfolio, and even update information as your life changes.\u00a0<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-b8f2369\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-b8f2369\" aria-controls=\"expand-b8f2369\">\n                        <span class=\"title\">How do you communicate with your clients?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-b8f2369\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Communication is a cornerstone of our relationship with our clients and is baked into our Six Points of Financial Planning approach. We prioritize transparent, consistent, and proactive communication because we believe that well-informed clients make better financial decisions.<\/span><\/p><p><span style=\"font-weight: 400\">Firstly, we have a structured Communication Calendar that ensures you hear from us at regular intervals throughout the year, not just when the markets are making headlines. This calendar sets the schedule for various touchpoints, which include review meetings, emails from our team, updates on all areas of financial planning, and more. These are not just updates, but informative and interactive sessions aimed at revisiting and potentially revising your financial strategies based on the latest data and life changes.<\/span><\/p><p><span style=\"font-weight: 400\">Secondly, we use a variety of communication channels to suit your preferences and lifestyle. While face-to-face meetings are invaluable, we also offer video conferences, phone calls, and secure email correspondence for those times when you can't make it to our office.\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">In addition to scheduled communications, we pride ourselves on our responsive customer service. Our world-class advisors and support staff are readily accessible for your ad-hoc questions or concerns, whether they're simple clarifications or require more in-depth consultation.<\/span><\/p><p><span style=\"font-weight: 400\">And let's not forget the educational aspect. We regularly produce content\u2014such as webinars, blog posts, our Dear Rochester, Retire Well podcasts, and special reports\u2014that focuses on various financial topics, from investment trends to tax planning strategies. This serves to keep you educated and informed on issues that could impact your financial well-being.<\/span><\/p><p><span style=\"font-weight: 400\">Lastly, we love what we do, and we infuse a sense of fun into our interactions. Whether we're dissecting your latest investment statement, strategizing on tax planning, or discussing your retirement goals, we aim to make these conversations as enjoyable as they are informative.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-b65ad30\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-b65ad30\" aria-controls=\"expand-b65ad30\">\n                        <span class=\"title\">How often will we get together?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-b65ad30\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">The frequency of our meetings is deliberately designed to ensure you stay on track with your financial goals and is aligned with our comprehensive Six Points of Financial Planning approach. At the heart of this is our Communication Calendar, which sets out planned touchpoints throughout the year.<\/span><\/p><p><span style=\"font-weight: 400\">We kick off our relationship with an in-depth onboarding meeting to establish your financial baseline and define your goals. Following that, we typically hold semi-annual or annuals review meetings, either in person, over video conference, or via phone, depending on your preference. These check-ins allow us to review the performance of your investments, assess your financial plan's progress, and make any necessary adjustments. They are comprehensive and interactive, giving us a chance to delve into any changes in your financial or personal life that might warrant a strategy shift.<\/span><\/p><p><span style=\"font-weight: 400\">That\u2019s the structured part. However, life is dynamic, and we\u2019re here to support you as things change. Whether it\u2019s a new job, the birth of a child, or an unexpected financial windfall or challenge, we are always available for ad-hoc meetings or calls to reassess your plan in light of new circumstances.<\/span><\/p><p><span style=\"font-weight: 400\">You'll also hear from us through regular commucations, educational webinars, seminars, our podcast and special reports aimed at keeping you informed and educated about various aspects of financial planning.<\/span><\/p><p><span style=\"font-weight: 400\">Rest assured, our team is readily accessible for any questions or concerns you may have between scheduled meetings. We pride ourselves on responsiveness and aim to return all client queries within one business day. And remember, our team is passionate about financial planning and genuinely enjoys these client interactions.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-f15cbbf\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-f15cbbf\" aria-controls=\"expand-f15cbbf\">\n                        <span class=\"title\">How do you get paid?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-f15cbbf\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Our compensation structure is straightforward and transparent, aligning closely with our commitment to serve your best interests. We operate on an Assets Under Management (AUM) advisory model. Essentially, we charge a percentage fee based on the total assets we manage for you. This model is advantageous because it ensures our interests are intrinsically linked with yours; the better your portfolio performs, the better it is for both parties.<\/span><\/p><p><span style=\"font-weight: 400\">Before we begin managing any of your assets, we provide a detailed fee schedule that breaks down our charges. This way, you know exactly what to expect and can make an informed decision. The fee is generally tiered, meaning that as your investment portfolio grows, the percentage fee may decrease at certain breakpoints, providing economies of scale.<\/span><\/p><p><span style=\"font-weight: 400\">It's important to note that our fee is all-encompassing and covers all the services we provide\u2014comprehensive financial planning across the Six Points, regular review meetings, ongoing portfolio management, and unlimited access to our team for advice and consultations. There are no hidden costs or transaction fees; everything is laid out clearly in the fee schedule.<\/span><\/p><p><span style=\"font-weight: 400\">We also find that the AUM model encourages a long-term relationship, where we're continuously engaged in managing your portfolio and advising on various aspects of your financial life\u2014from investment planning to retirement income strategies, risk management, tax planning, estate planning, and custom goal planning. It's all part of the holistic financial planning service we offer.<\/span><\/p><p><span style=\"font-weight: 400\">We review this fee schedule in our initial consultations and make sure you understand each aspect before we proceed with managing your money. We believe that transparency is essential for a successful, long-term relationship, and we're always available to discuss our fees and services in more detail should you have any questions.<\/span><\/p><p><span style=\"font-weight: 400\">So, in summary, our compensation is straightforward, transparent, and closely aligned with your financial success.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-c443d10\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-c443d10\" aria-controls=\"expand-c443d10\">\n                        <span class=\"title\">What are your potential conflicts of interest?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-c443d10\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">At our firm, we make it a point to be as transparent and straightforward as possible, aligning our interests closely with yours. We operate on an Assets Under Management (AUM) advisory model, and our fee schedule is shared with you before any assets are managed. This ensures that our incentives are tied to growing your portfolio and achieving your financial goals.<\/span><\/p><p><span style=\"font-weight: 400\">However, it's important to acknowledge that no compensation model is completely devoid of potential conflicts of interest. For example, the AUM model could create an incentive for us to discourage you from withdrawing assets from your portfolio, even when it might be in your best interest to make large expenditures, such as buying a home or funding a child's education.<\/span><\/p><p><span style=\"font-weight: 400\">Similarly, while our fee covers a comprehensive suite of financial planning services, it could potentially deter us from recommending solutions that do not fall under the AUM umbrella, like certain real estate investments, term deposits, or other non-security financial products, even if they might be suitable for your unique situation.<\/span><\/p><p><span style=\"font-weight: 400\">It's important to note that our primary commitment is to act in your best interest, as a fiduciary advisor. Any potential conflict of interest that could compromise that commitment is openly discussed with you. We are dedicated to transparency and encourage an open dialogue about any aspect of our relationship that you might find unclear.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-513798c\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-513798c\" aria-controls=\"expand-513798c\">\n                        <span class=\"title\">Are you a fiduciary?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-513798c\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Yes, we are fiduciaries. This means that we have a legal and ethical obligation to act in your best interest at all times. Our fiduciary responsibility underpins every financial recommendation we make, every investment strategy we propose, and every aspect of the comprehensive planning services we offer. It's not just a commitment; it's a legal standard that we're bound to uphold.<\/span><\/p><p><span style=\"font-weight: 400\">Being a fiduciary also means that we prioritize your financial objectives and needs above all else. This extends to full transparency regarding fees and potential conflicts of interest, as well as ensuring that the investments and strategies we recommend are well-suited to your individual financial goals, risk tolerance, and circumstances.<\/span><\/p><p><span style=\"font-weight: 400\">Whether we're discussing investment planning, retirement income strategies, risk management, tax planning, estate planning, or any custom goals like spending winters in Florida, our fiduciary standard guides us. It ensures that we're not merely suggesting suitable options but recommending what we believe to be the best options for you.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-dba05a9\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-dba05a9\" aria-controls=\"expand-dba05a9\">\n                        <span class=\"title\">Can you show me an example of your process?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-dba05a9\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Our proprietary \"Think About It\" process is designed to take you from initial consultation to ongoing review meetings in six carefully structured steps. Each step is crafted to provide the most value in understanding your financial landscape, defining your goals, and creating a plan that adapts as your life evolves.<\/span><\/p><p><span style=\"font-weight: 400\">Step 1: Introduction<\/span><\/p><p><span style=\"font-weight: 400\">The journey begins with an introductory meeting where we discuss your current financial situation, long-term objectives, and any immediate concerns. This allows us to determine if we're a good fit for each other. We also give you an overview of our services, our fee structure, and how we can add value to your financial life.<\/span><\/p><p><span style=\"font-weight: 400\">Step 2: Discovery<\/span><\/p><p><span style=\"font-weight: 400\">Once we decide to work together, the discovery phase commences. We dive deeper into your financial life, gathering comprehensive data on your assets, liabilities, income, and expenditures. We'll also discuss your risk tolerance, investment experience, and more nuanced aspects like your life goals and family situation.<\/span><\/p><p><span style=\"font-weight: 400\">Step 3: Analysis &amp; Strategy Formation<\/span><\/p><p><span style=\"font-weight: 400\">With all the necessary information in hand, we engage in a thorough analysis. Using our proprietary tools and methodologies, we develop a comprehensive financial plan that covers all six points of financial planning: investments, retirement income planning, risk management, tax planning, estate planning, and custom goals.<\/span><\/p><p><span style=\"font-weight: 400\">Step 4: Presentation &amp; Discussion<\/span><\/p><p><span style=\"font-weight: 400\">The next step involves presenting the proposed financial plan to you. This is an interactive session where we explain the reasoning behind each recommendation and strategy, ensuring you fully understand and are comfortable with the plan. Any adjustments are made at this stage.<\/span><\/p><p><span style=\"font-weight: 400\">Step 5: Implementation<\/span><\/p><p><span style=\"font-weight: 400\">After you've had time to \"Think About It\" and once you approve the plan, we move on to the implementation phase. This may involve setting up investment accounts, adjusting asset allocations, initiating tax-saving strategies, and more.<\/span><\/p><p><span style=\"font-weight: 400\">Step 6: Review Meetings &amp; Ongoing Management<\/span><\/p><p><span style=\"font-weight: 400\">The final step in our process is ongoing management and regular review meetings. We continuously monitor your portfolio and financial plan, adapting to changes in your life circumstances, financial markets, and tax laws. Regular review meetings are set according to our communication calendar, ensuring that you're always in the loop and that your plan stays aligned with your objectives.<\/span><\/p><p><span style=\"font-weight: 400\">This is our \"Think About It\" process in a nutshell. It's an ongoing relationship rather than a one-off exercise because we understand that your needs and the financial landscape are ever-changing. Feel free to ask any questions you may have at any point in the process. We're here to help you navigate your financial journey with confidence.<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-142a373\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-142a373\" aria-controls=\"expand-142a373\">\n                        <span class=\"title\">Do you have any events or webinars for clients or prospective clients?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-142a373\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">We do!\u00a0 As part of our communication plan, we try to schedule timely informational events.\u00a0\u00a0\u00a0<\/span><\/p><p><span style=\"font-weight: 400\">Once a client is added to our list, they will receive the invitation to all events. \u00a0 If you are currently in the process of becoming a client, or want to attend any of our events, just let us know!\u00a0 We would be happy to have you.\u00a0<\/span><\/p><\/div><\/div>\n            <\/div><div class=\"card-wrapper \">\n                <div class=\"card-header\">\n                    <a href=\"#expand-63f5bd5\" class=\"card-header-button\" aria-expanded=\"false\" data-target=\"#expand-63f5bd5\" aria-controls=\"expand-63f5bd5\">\n                        <span class=\"title\">What happens to my money if something happens to you? Who \u201cTakes Over\u201d?<\/span><div class=\"right-icon-group\">\n                <div class=\"normal-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n                <div class=\"active-icon\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n            <\/div>\n                    <\/a>\n                <\/div>\n                <div class=\"card-expand\" id=\"expand-63f5bd5\" style=\"display:none\"><div class=\"card-body\"><p><span style=\"font-weight: 400\">Your security and peace of mind are of paramount importance to us, which is why we've implemented stringent measures to ensure the safety of your assets in any eventuality.<\/span><\/p><p><span style=\"font-weight: 400\">Firstly, it's important to note that your assets are held by a reputable third-party custodian, not directly by our firm. This means that even if something were to happen to us, your assets would remain safely under the custody of a well-regulated financial institution.<\/span><\/p><p><span style=\"font-weight: 400\">In the unlikely event that something happens to our firm or key members, we have succession plans in place designed to provide continuity of service without disruption. Our team is trained to execute these plans swiftly, ensuring that the management of your assets and the execution of your financial plan continue as smoothly as possible.<\/span><\/p><p><span style=\"font-weight: 400\">In addition, our firm is part of a larger network of financial professionals. Should the need arise, qualified and vetted financial advisors are in place to take over the management of your accounts, adhering to the same high standards and fiduciary responsibilities that we uphold.<\/span><\/p><p><span style=\"font-weight: 400\">We also make it a point to review these contingency plans with you during our regular meetings, and you will be informed of any changes to these plans as they happen.<\/span><\/p><p><span style=\"font-weight: 400\">Rest assured, the systems and plans we've put in place are designed to protect your interests, no matter what the future holds. Your financial security and peace of mind are our utmost priorities.<\/span><\/p><\/div><\/div>\n            <\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>SIXPOINT FINANCIAL ADVISORS Financial goals for your future are important That\u2019s where SixPoint Financial Partners can help. We\u2019re here to help our clients create a comprehensive road map \u2014 that includes the six essential points of comprehensive financial planning \u2014 to direct their actions today and set them on a path toward a bright financial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/pages\/10"}],"collection":[{"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":214,"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"predecessor-version":[{"id":701,"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/pages\/10\/revisions\/701"}],"wp:attachment":[{"href":"https:\/\/davidsixpoint.logicmarketingdevspace.com\/index.php\/wp-json\/wp\/v2\/media?parent=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}