Financial Advisors in Plymouth, MN for MedTech Industry Professionals
Perspective 6 Group is a dedicated team of financial advisors in Plymouth, MN. We offer a range of financial planning services specifically tailored to MedTech professionals.
We help MedTech employees:
If this sounds like what you’re looking for, book a free “Vision Call” with us to see if we can help.
Our calls are always relaxed and pressure-free.
Planning Your Finances with a
Mission-DrivenCareer in Life Sciences Can be Exhausting & Time-Consuming
That’s Why We Started Perspective 6 Group.
We’re Here to Help You:
Get the most out of your company’s equity compensation and benefits plans
Establish a solid financial plan, allowing you to concentrate on your meaningful career
Transform retirement investments into income while reducing tax burdens
All while receiving individualized attention that surpasses what corporate advisory firms offer.
We provide Total Wealth Management for MedTech professionals that includes:
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. AAs 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 process 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 ESPP Guide: “A 6 Point Guide to Help You Unlock the Full Potential of Your Employer Stock Purchase Plan”
