MedTech Professionals innovate to improve the lives of others…
But when it comes to their finances, they have a lot of questions:
How can I take advantage of my company’s stock purchase program?
How can I plan to maximize my cash flow when I decide to stop working?
How can I maximize the benefits and retirement plans my company offers?
Should I start saving for my retirement now, or pay off my debt first?
How can I minimize my taxes in a career with a high tax bracket?
Sound familiar? If so, you’re in the right spot.
Innovating for the well-being of society can be highly rewarding…
But especially in this industry, finding the time to manage your own finances can be a major challenge.
Leverageyour Benefits as a Health Industry Professional and Plan for Financial Freedom
Money problems can drain energy, creativity, and joy from our lives. We help you leverage your unique benefits and eliminate financial stress for greater clarity, focus, and peace of mind.
While you’re working on the cutting edge of health sciences…
We help you Leverage your Unique Benefits & Plan for Financial Freedom
Our calls are always relaxed and pressure-free.
The Perspective 6 Team
Matt Nelson, CFP®, AIF®, ECA
Managing Partner & Senior Financial Advisor
Matthew J. Finley, CFP®
Partner & Senior Financial Advisor
Jacob LaRue, CFP®
Financial Advisor
Brandon Hebert
Client Service Associate
Abbey Marquardt
Senior Client Service Associate
Emily Peterson
Client Service Associate
Our Partners
CHARLES SCHWAB
With over $1.6 trillion in assets under management and supporting over 7,500 independent advisors, Schwab is the leading custodian for independent firms providing open-architecture investment product offerings and solutions.
ROYAL ALLIANCE
One of the nation’s leading wealth management firms, Royal Alliance has been helping advisors for 50 years. Royal Alliance is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.
