Financial planning means creating a strategy to meet your financial needs,?as well as allowing yourself to enjoy life experiences. Mike Larriva, CFP?and his wife got to experience?these benefits first-hand in 2024. #abroaderperspective #lifewithPerspective #investing #financialplanning #dreamvacation
Perspective Financial Services
金融服务
Phoenix，Arizona 79 位关注者
We focus on your finances, so you can focus on other important things.
关于我们
Building financial freedom and living your best life is within everyone’s reach. It just takes a comprehensive, well-executed financial plan. It just takes Perspective. Perspective Financial Services offers wealth management services through Diversify Wealth Management (“Diversify”) an SEC registered investment adviser.
- 网站
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https://moneyaz.com/
Perspective Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Phoenix，Arizona
- 类型
- 私人持股
- 创立
- 2003
- 领域
- Financial planning、estate planning、tax saving strategies、Generation X financial planning、helping the sandwich generation、college savings和retirement planning
地点
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主要
获取路线
1440 E Missouri Ave
Suite 250
US，Arizona，Phoenix，85014
Perspective Financial Services员工
动态
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The Perspective Spring Training tradition continues. A gorgeous day in Phoenix for baseball and hanging out with coworkers, friends, family. #lifewithperspective (The gang included Mike McCann, CFP?, AIF?, Sean, Mike Larriva, CFP? with wife Stephanie and son Kennon, Lupe Camargo MBA, CFP?, RSSA?, Shannon Curkendoll with granddaughter and daughters Amber and Sarah, Patrick Eng, Jake McCann, Marc Brock, Jim Mailliard, and Jessica McCann.
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Were you raised to believe talking about money or asking others for help is taboo? In this article, Mike McCann, CFP?, AIF?shares insights about his dad and lessons learned from a financial planning career. #financialplanning #thevalueofperspective #abroaderperspective
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Perspective Financial Services转发了
Money Quotient's Financial Behavior Specialist | Life Planning Consultant | Speaker | Author | Stick-Figure Illustrator
How often do we play it safe to avoid judgment? But real fulfillment comes from: Taking intentional risks Aligning money & choices with what truly matters Building a life based on your values—not others’ opinions
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Enjoy a daily cuppa? #financialplanning #youneedabudget
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Check out our latest book review, written by Jake McCann. #careerguidance #financialplanning #bookreviews #thevalueofPerspective
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Check out highlights from a recent global poll comparing personal experiences?of people who do not work with a financial planner with those who do.?#thevalueofPerspective #investing #financialplanning
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“Things turn out best for people who make the best of the way things turn out.”?– John Wooden (1910-2010), UCLA basketball coach, named ESPN’s “Greatest Coach of the 20th Century”?#financialplanning #lifewithPerspective #inspiration #wordsofwisdom