Financial Advisors for Medical Technology Industry Professionals in Minneapolis, MN

Maximize Your Employee Benefits and Plan for Financial Freedom with Expert Financial Advisors and Equity Compensation Specialists in Minneapolis

Perspective 6 Group is a financial planning firm in Minneapolis. We specialize in serving MedTech employees like you. As a professional in the Medical Technology field, your mission-driven career leaves little time to manage your finances. Our team of experienced financial advisors and equity compensation experts are here to help you navigate your complex benefits. We will maximize your company’s equity compensation packages such as ESPPs, RSUs, and stock options. All while reducing your taxes and planning for long-term financial freedom.

Perspective 6 Group
1000 Shelard Parkway, Suite 250 Minneapolis, MN 55426

Perspective 6 Case Studies

Example stories to illustrate how we can help you

Get your FREE Guide: 5 Ways To Maximize Your Medtronic 401k Plan

How to max out your benefits plan as a Medtronic employee

Schedule a Free “Vision Call”

A 3-step process to get clarity on your finances and answer any questions you may have.

Whyshould MedTech professionals work with Perspective 6 Group?

MedTech employees face important questions that demand answers:

We’re here to help you:

questionmark icon

How can I make the most of my company’s stock purchase program?

questionmark icon

How do I optimize the benefits and retirement plans my company provides?

questionmark icon

What strategies can I use to reduce taxes when my income levels push me into higher tax brackets?

questionmark icon

How can I plan to ensure maximum cash flow when I leave my career?

We have the answers.

Wehelp you:

  • Maximize your corporate equity compensation and benefits plans
  • Create a plan for financial independence, so you can focus on your meaningful career
  • Efficiently convert retirement investments into income and minimize taxes
  • Receive personalized attention not found in corporate advisory firms

Matt Nelson, CFP®, AIF®, ECA®

Founder and Managing Partner

With over 20 years of experience in the financial industry, Matt is an expert in serving MedTech professionals. As a Minneapolis local, his focus is helping MedTech professionals eliminate their financial stress, so they have peace of mind. Matt is passionate about helping them achieve financial freedom.

Matthew J. Finley, CFP®

Partner & Senior Financial Advisor

Matt takes a scientific approach to financial services. As a former research microbiologist with several patents, Matt’s approach to financial services is one of extensive research and due diligence when planning and selecting investments for clients.

Book your Free “Vision” Call to Take the First Step

This is a 45-min call to learn about your financial vision & goals, and see if we’re a good fit.

Our calls are always relaxed and pressure-free.

Not Ready to Schedule a Call Yet?

Download our FREE Guide: “5 Ways to Maximize your Medtronic 401k Plan: How to max out your benefits plan as a Medtronic employee.”

Contact Financial Advisors in Minneapolis, MN