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 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.
Our calls are always relaxed and pressure-free.
Leverageyour Benefits as a MedTech 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.
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®
Senior Client Service Associate
Client Service Associate
Client Service Associate
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation with more than $7.59 billion in total client assets under management.
Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $6.75 billion1 in total client assets. We’re consistently ranked by the Minneapolis St. Paul Business Journal as one of the metro area’s Top Asset Management Firms.
At Focus Financial, we support our advising professionals as they serve their clients’ needs. Our network consists of over 240 advising professionals and staff, many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation, with expertise in a variety of practice areas. Focus Financial has 46 branch offices across 6 states.
Focus Financial is proud to work with our broker/dealer, Osaic, to help provide comprehensive, ongoing advisor oversight. As well as Schwab, the leading custodian for independent firms providing open-architecture investment product offerings and solutions.
As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Minneapolis St. Paul Business Journal ranks 45 to 50 Metro-area wealth management firms by total assets managed. Current rank awarded 1/26/2023 which is good for the calendar year. Focus Financial pays to use the branded ranking for websites, social media and printed materials. Third party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
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.
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.