What We Do
We help you pursue your goals, and we do that by pairing you with a CERTIFIED FINANCIAL PLANNING® professional. He or she can help you navigate complicated challenges, from investment advice to tax planning and preparation.
Our Services
Creative Planning
We offer advanced financial planning to help you architect your future.
Portfolio Management
We call our proprietary portfolios Purpose-Built Portfolios because they are custom built for an intended purpose.
Tax Planning and Preparation
Because taxes impact most financial matters, we confront the reality from start to finish.
Legacy Planning
Our legacy planning services are integrated into our wealth management process, but can stand alone.
What We Offer
- Trusted partnership
- Valuable perspective
- Navigating real-life situations and choices
- Creative financial planning
- Objective and 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.
I don’t think people really understand how valuable what you do is.
Brian S., Overland Park, Kansas
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.