Financial Advisors for Medical Technology Industry Professionals in Plymouth, MN

Perspective 6 Group is a financial planning firm that serves Plymouth, MN. We offer a range of financial planning services specifically tailored to MedTech professionals.

We help MedTech employees:
  • Take full advantage of their company’s equity compensation and benefits plans
  • Get their finances in order so they can focus on their mission-driven careers
  • Investment portfolio management
  • Design their investment portfolio to optimize their retirement income and minimize taxes

If this sounds like what you’re looking for, book a free “Vision Call” with us to see if we can help.

BOOK YOUR FREE VISION CALL HERE

Our calls are always relaxed and pressure-free.

Perspective 6 Case Studies

Example stories to illustrate how we can help you

SEE CASE STUDIES

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

How to max out your benefits plan as a Medtronic employee

GET YOUR FREE GUIDE

Schedule a Free “Vision Call”

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

BOOK YOUR FREE CALL

Planning your finances with a
mission-drivencareer in life sciences can be exhausting and time-consuming…

That’s why we started Perspective 6 Group.

We’re here to help you:

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Get the most out of your company’s equity compensation and benefits plans

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Establish a solid financial plan, allowing you to concentrate on your meaningful career

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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 Medical Technology professionals that includes:

  • Retirement & Cashflow Modeling
  • Equity Compensation & Employer Benefits Planning
  • Income Tax Mitigation
  • Investment Selection & Portfolio Management
  • Insurance & Risk Analysis
  • Estate & Charitable Giving Strategy
ABOUT PERSPECTIVE 6 GROUP

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.

ABOUT MATT

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.

ABOUT MATTHEW
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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.

BOOK YOUR FREE CALL

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.”

GET YOUR FREE GUIDE

Contact Financial Advisors in Plymouth, MN