Just as a caring, qualified physician can help you manage your health, recommend preventive care and advise in times of illness, a caring, qualified financial planner can help you manage your finances, provide direction in identifying your goals and help you maintain a balanced portfolio in uncertain economic times.
There's also something to be said of the psychological benefits of working with a financial planner. A sense of control over financial matters, increased peace of mind and more free time are typical byproducts of the financial planning process, enabling you to remain productively focused on personal, family and career ambitions.
There's also something to be said of the psychological benefits of working with a financial planner. A sense of control over financial matters, increased peace of mind and more free time are typical byproducts of the financial planning process, enabling you to remain productively focused on personal, family and career ambitions.
Services
Through our Core Client Services, we provide four broad categories of ongoing support. Each is designed to meet the needs of clients and potential clients in distinct phases of life. All our services are personalized to each individual client. Who: Individuals or families with investable assets less than $400,000; you realize the positive long-term impact of action and consistency.
We're moms, dads, sons and daughters. We're passionate about our work and motivated by our personal pursuits. Simply put, we're a lot like you. Our financial planning and investment advisory team: from left, Jim Mailliard, Mike Larriva, Mike McCann, Shannon Curkendoll, Patrick Eng, Lupe Camargo. Having many seasoned professionals within our office creates a broad pool of knowledge and increased perspective.
Structure: We can help you gain control of your financial life with a range of customized services and online tools that will organize everything from budgeting, taxes and insurance needs to planning, investments and goal setting. Progress: Helping you identify and prioritize your goals is step one for us.
More information: If you would like additional information about our firm, you may request someone contact you individually. Questions: Perspective Financial Services, LLC's Chief Compliance Officer remains available to address any questions regarding anything contained herein. Perspective Financial Services, LLC (PFS) is an SEC-registered investment adviser located in Phoenix, Arizona.
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