At 6'6 Financial, we offer a comprehensive range of financial planning services that cater to individuals and families seeking a holistic approach to achieving their financial goals. Our services are tailored to meet your unique needs, taking into account your values, aspirations, and life circumstances. When you partner with us, you can expect personalized and integrated solutions designed to guide you on your journey to financial prosperity.

Our services include:

Financial Planning: We offer in-depth financial planning that encompasses all aspects of your financial life, from budgeting and cash flow management to tax planning and retirement projections.

Investment Management: Our team of experts provides strategic investment management solutions tailored to your risk tolerance, financial objectives, and time horizon, ensuring your investments align with your goals.

Retirement Planning: We help you build a roadmap to a secure retirement, considering factors such as social security optimization, pension planning, and retirement income strategies.

Risk Management: Protecting what matters most, we offer insurance solutions, including life insurance, long-term care insurance, and disability income insurance, to safeguard your financial future.

Estate Planning Strategies: Our estate planning services focus on preserving your wealth and ensuring your assets are distributed according to your wishes, helping you leave a lasting legacy for generations to come.

Tax Optimization: We develop tax-efficient strategies designed to minimize your tax burden, maximizing the growth of your wealth and enhancing your overall financial outcomes.

College Funding: We assist in creating a college funding plan that helps you save for your children's education while aligning with your broader financial goals.

Charitable Giving: For those passionate about making a difference, we offer philanthropic planning services to optimize your charitable giving while considering potential tax benefits.

Business Succession Planning: For business owners, we develop business continuation strategies to ensure a smooth transition and secure the future of your company.

Holistic Wealth Management: Our comprehensive approach integrates all these services to provide you with a cohesive and effective wealth management strategy, giving you the confidence to pursue your dreams and rise above the financial noise.