Do any of the following financial questions linger in your mind? How much money do I need? Where will it come from? Am I saving enough and am I saving in the right type of account? How do I get the most out of my pension? Should I pay off my debt or refinance my mortgage? Can you give me a better understanding of my IRA?Is my 403(b) account or 401(k) account invested correctly?What are the right policies for me? If so… I am here to help! I started my career as a Financial Advisor back in 2003, and have served as a mentor and manager for several successful advisors. I am truly passionate about helping advisors grow and flourish to the best of their ability. But more importantly, I am here to help and guide you through the financial questions you may have. My typical client is one that is transitioning into retirement or another career and wants to delegate the financial planning to a professional. To get more information you can check out SixPoint Financial Partners, a very successful and nationally recognized firm. The focus on the firm is to help our clients become more confident, organized and successful in their financial and personal lives. This is done by taking our clients through the firm’s proprietary six-step process and identifying where clients and prospective clients need guidance. To learn more about us, please visit: www.SixPointFP.com To schedule a time to have a conversation, please send me a message and we will gladly get back to you with my calendar openings!Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, SixPoint Financial Partners and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.