CASE STUDIES
Linda
Retirement Funds Managed Right
Linda is a Biomedical Engineer in her 50s who specializes in surgical tool design for the medical device industry. As retirement approached, she wanted to ensure her hard-earned finances were secure and well-managed, allowing her to focus on her passions: her profession, traveling, and enjoying life.
Goal
Linda wanted to partner with a knowledgeable and responsible financial advisor who could help her manage her finances wisely. She wanted someone who would take care of her accounts, taxes, and portfolio, and ensure that everything was on the right track. If that advisor had a thorough understanding of her unique benefits as a MedTech employee, even better.
Challenge
Finding the right financial advisor was a challenge for Linda. She had worked with their previous advisor for many years and was worried they would never find someone who could provide the same level of care and attention. She wanted a financial advisor who would give her confidence that their wealth was in good hands.
Approach
When Linda met her current financial advisor at Perspective 6 Group, she knew she had found the right person. Unlike other professionals she had spoken with, he was thoughtful, capable, and genuinely cared about their financial well-being. She could tell that he was passionate about his work, knowledgeable about her industry and would take responsibility for managing her assets carefully.
Result
The Perspective 6 team helped Linda build a financial plan based on her goals, ethics and unique employment benefits. Now, she’s certain that her finances are in capable hands. Her advisor always makes himself available when she has a specific question. She trusts him completely and knows that her finances are in good hands.
For illustrative purposes only, not indicative of any specific investment product.
