We Bring Your Finances Into Perspective
Experience tailored guidance for your entire financial life. We help you reduce taxes, maximize stock options, and build wealth to secure a confident retirement.
WhyPerspective 6?
Convert retirement investments into income while keeping tax burden low
Take full advantage of equity compensation and benefits plans
Receive more personalized attention than with corporate advisory firms
Our Industry-Leading Credentials:
Certified Financial Planner
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
Accredited Investment Fiduciary
Trained professionals held to a high standard of fiduciary responsibility and financial guidance.
Equity Compensation Associate
Qualified to help you understand and optimize your equity compensation and stock purchase plans.
Which of These Describes You?
High Earner with Stock Options
High Earner with Stock Options
Whether you’re concerned about equity compensation and taxes or you’re unsure about retirement savings…
We help high-earning professionals capitalize on their benefits.
Retired or Soon to Retire
Retired or Soon to Retire
Whether you’re unsure if you saved enough for retirement or how much you can spend…
We help take the complexity out of planning for retirement.
Business Owners & Consultants
Business Owners & Consultants
Whether you’re wondering if your retirement plan is on track, how to optimize your 401(k), or what the future of your business looks like without you…
We help take the complexity out of planning for the next phase of your professional and personal life.
Ready to Get Started?
The first step is a quick conversation to see if we can help.
Our calls are always relaxed and pressure-free.
Perspective 6’s Story & Team
Founded to Empower Humanity One Financial Plan at a Time
Learn More About Us
- CFP®
- AIF®
- ECA
Matt Nelson
Managing Partner & Wealth Manager
- CFP®
Matthew J. Finley
Sr. Partner & Wealth Manager
- CFP®
Jacob LaRue
Partner & Wealth Manager
Abbey Marquardt
Practice Manager
Brandon Hebert
Senior Client Service Associate
Emily Janak
Marketing & Communications Coordinator
Grace Hennen
Financial Planning Associate
Karissa McLaren
Financial Planning Associate
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