Go with perspective SM
Our Mission
Our Story
We created The Perspective Group to provide the services, and to offer the experience, we wanted but, didn’t find in the marketplace. Our talented professionals work together as a team with one focus – your experience.
What We Do
We help you pursue your goals, and we do that by pairing you with a CERTIFIED FINANCIAL PLANNER® professional. He or she can help you navigate complicated challenges, from investment advice to tax planning and preparation.
What We Offer
- Trusted partnership
- Valuable perspective
- Navigating real-life situations and choices
- Creative financial planning
- Independent thinking
- Purpose-built portfolios SM
- Integration with your portfolio and tax situation
- Stress testing, risk assessments, and proactive mitigation of risks
- Connecting the dots with attorneys, CPAs, insurance agents and other pros
- Being here for you
LPL Financial does not provide tax advice or services.
When we count our blessings, you folks are at the top. You extensively enhance our quality of life; and we are forever grateful.
- Ann T., Pittsboro, North Carolina
Contact Us
Call us at 785-749-1881 or email info@ThePerspectiveGroup.com. Or fill out our form below and we’ll reply as soon as possible!
This statement is a testimonial by a client of the financial professional as of 03/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.