Humanizing Financial Planning to help you live Forward

Q6 Group is a proactive financial services firm that is redefining financial planning for individuals, families, and businesses.

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What to expect
with Q6

There is no one-size-fits all solution for navigating life or business. Managing your money and your insurance plans is no different. We get to know you and ask the right questions to help create a personalized plan that will meet your unique goals.

 

CREATIVE IDEAS AND SOLUTIONS

 

Positive Progressive THINKING

 

a team of professionals focused on you

 

Clarity, confidence, and control

 

A promise that we will be here for you

 

Results!

We Get it: Financial Planning seems Intimidating and Time-Consuming, Right?

We provide the guidance needed to gain control of the future you envision

for your life, your family, or your business.

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 Clarity. Creativity. Confidence. Control.

By keeping it simple, asking the right questions, and thinking differently, we will help you understand where you are, guide you to where you want to be, and explain how you can get there. Financial planning will finally make sense to you.

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WE’RE EXPERIENCED

With extensive knowledge and business intelligence across multiple financial disciplines, we will guide you through your financial life with confidence.

Fiduciary Responsibility

Financial Wisdom

Cutting-Edge Thinking

Transparent Communication

Unbiased Insight

Measurable Progress

 We Blend Humanity with Business. It’s in our DNA.

We consider this a partnership, not a business transaction. We put your needs first and organically build lifelong, genuine relationships with our clients.

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How We Can
Help?

Explore our services.

Investment
planning

Providing insight to effectively manage your money.

Corporate
Solutions

Discussing modern benefits for you and your employees.

Insurance
Planning

Protecting you, your family, and/or your business.

Our 6-Step Process

  • 1
    Getting To Know You

    Getting To know you

    We have an introductory meeting to learn about you, your personal and/or business goals, and your vision.

  • 2
    Obtaining Your Information

    Obtaining Your Information

    We review and analyze information that you provide to us, which is essential to the planning process.

  • 3
    Building Your Plan

    Building Your Plan

    We develop personalized recommendations based on our analysis, present a clear and concise plan to you, and refine it together.

  • 4
    Implementing Your Plan

    Implementing Your Plan

    We guide you through the process of putting your plan into action.

  • 5
    Helping You Thrive

    Helping you Thrive

    You achieve financial clarity, confidence, and control.

  • 6
    Staying In Touch

    Staying in Touch

    We schedule regular check-ins with you to review what’s happening in your life, talk about what you have, and make changes if warranted, because life is ever-changing.

 “The Secret of change is to focus all of your energy, Not on fighting the old, but on building the new”

-Socrates

 Change Is Inevitable.

How are you planning for it?

Let us be the spark you need to embrace change and take the next step.

Learning, growing, and adapting to meet life’s challenges is something we all must do to achieve personal financial development.

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 ARRANGE FOR A PERSONAL CONVERSATION

Whether you have a question, would like to learn more about us, or find out how we can help, reach out and say "Hi".