THERE IS MORE THAN ONE ANGLE TO YOUR STORY
At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best solution is clear when viewing all sides of the picture.
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.Contact Us
THE 6 PERSPECTIVES OF WEALTH MANAGEMENT
We design solutions to increase the probability of enhancing and sustaining wealth by addressing all 6 perspectives of wealth management for each client. Cash Flow Plan, Investment Management, Tax Strategy, Liquidity & Debt Management, Risk Protection, Estate & Charitable Planning.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?