Specialized Financial Planning for Retirees & MedTech Professionals
Which of These Describes You?
Medical Device Representatives
Medical Device Representatives
How does my fluctuating, commission-based income affect my taxes? What’s the right way to plan financial independence?
We help make the way forward clear.
Executives & Managers
Executives & Managers
No time to manage your own finances?
We help take the pressure off so you don’t have to figure it all out on your own.
Founders & Entrepreneurs
Founders & Entrepreneurs
Whether you want to save wealth outside your business, reduce taxes, or just have more time for yourself…
We can help make it happen.
Retired or Soon to Retire
Retired or Soon to Retire
Did I save enough? How much can I spend? For how long, and from where?
We help take the complexity out of planning for retirement.
WhyPerspective 6 Group?
We help professionals in MedTech:
Take full advantage of their company’s equity compensation and benefits plans
Know their finances are in order so they can focus on making an impact in their careers
Convert their retirement investments into income while keeping tax burden low
Receive more personalized attention than with corporate advisory firms
Ready to Get Started?
The first step is a quick conversation to see if we can help.
Our calls are always relaxed and pressure-free.
Case Studies
A Bio-Engineer Wonders Who To Trust With Her Financial Future
Linda is a passionate innovator, with no time for her finances. She wants an advisor, but first she needs to know one thing…
A Medical Device Sales Rep Wants Peace Of Mind
Michael’s career has been competitive — and successful. But he’s busy, and needs help paying off his debt…
A MedTech Company Executive Prepares To Retire
When Margaret’s financial advisor retired, she was reluctant to trust anyone new with her assets until…
We specialize serving professionals of MedTech companies including:
While you’re working on the cutting edge of life sciences…
We help you Leverage your Unique Benefits & Plan for Financial Freedom
Our calls are always relaxed and pressure-free.
Perspective 6 Group’s Story & Team
Founded to Empower Humanity one financial plan at a time
Learn More About Us
- CFP®
- AIF®
- ECA
Matt Nelson
Managing Partner & Senior Financial Advisor
- CFP®
Matthew J. Finley
Senior Partner & Senior Financial Advisor
- CFP®
Jacob LaRue
Junior Partner & Financial Advisor
Abbey Marquardt
Practice Manager
Brandon Hebert
Client Service Associate
Emily Peterson
Marketing & Communications Coordinator
Grace Hennen
Financial Planning Associate
Karissa McLaren
Advisor Support Specialist
Our Industry-Leading Credentials:
Certified Financial Planner
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
Accredited Investment Fiduciary
Trained professionals held to a high standard of fiduciary responsibility and financial guidance.
Equity Compensation Associate
Qualified to help you understand and optimize your equity compensation and stock purchase plans.
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