Retirement Planning
for MedTech Professionals
Optimize Your Stock Compensation & Reduce Your Taxes to Help
Achieve Financial Freedom
Unlock the Potential of Your Stock Compensation
Our goal is to help you:
Set It and Forget It
Get a plan for your stock compensation—timing, taxes, and whether to sell or hold—so you can quit second-guessing your choices
Maximize Opportunity
Make the most from your stock and portfolio while paying less in taxes.
Pursue Your Dreams
Feel confident with a plan and team supporting you—freeing you to pursue a new venture, spend quality time with family, and retire on your terms.
Turn Your Equity Compensation & Benefits into Financial Independence
As a MedTech professional, you might be:
- Unsure how to use stock compensation for income now and retirement savings.
- Concerned about stock concentration and tax challenges.
- Seeking clarity on making work optional while protecting your financial future.
At Perspective 6 Group, we work with you to optimize your stock compensation and minimize taxes, helping you turn your hard work into the financial independence to pursue your dreams.
Who We Serve
Medical Device Representatives
Executives and Managers
Founders & Entrepreneurs
Founders & Retired or Soon to Be Retired MedTech Professionals
How It Works
Step 1: Vision Call
Gain a 360-degree perspective of your life and financial goals.
Step 2: Direction Meeting
Confirm your vision, align your capital with your values, and outline next steps
Step 3: Focus Meeting
Begin implementing your plan and help set the stage for long-term success.
Services
STOCK OPTION & RESTRICTED STOCK PLANNING
Maximize the value of your company stock.
EMPLOYEE BENEFITS
PLANNING
Optimize and integrate your employee benefits.
INVESTMENT
MANAGEMENT
Build a portfolio aligned
with your goals.
RETIREMENT PLANNING
Create a roadmap for financial independence.
TAX PLANNING
Minimize taxes over your lifetime.
RISK MANAGEMENT
Protect your assets and plan for the unexpected.
We specialize in retirement planning for professionals of
MedTech companies including:
About Perspective 6 Group
At Perspective 6 Group, we empower MedTech professionals to turn their stock and benefits into opportunities. By partnering with you to minimize taxes, boost retirement savings, and stabilize income, we help give you the confidence to take control of your finances and make work optional.
Based in Minneapolis-St. Paul, our firm has helped hundreds of clients manage risks, liquidity, income variability, and tax challenges. Our team-based model provides diverse insights and collaboration, rather than a single advisor perspective.
Our team holds designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications, reflecting a comprehensive approach tailored to the needs of MedTech professionals.
Is Perspective 6 Group Right for You?
We may be a good fit if you:
- Are a MedTech professional seeking to optimize stock compensation, minimize taxes, and plan for retirement.
- Have investable assets of more than $500,000.
- Want an ongoing partnership with an advisory team experienced in navigating the complexities of stock compensation and the MedTech industry
Contact us today to learn more about how we can help you achieve your goals.
Our team holds designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications, reflecting a comprehensive approach tailored to the needs of MedTech professionals.
Ready to Take the Next Step?
Are you ready to stop worrying about concentrated stock compensation, missed opportunities,
and high taxes? Take the first step toward turning your stock and benefits into financial independence
by scheduling an introductory call.
Memberships & Associations
