Video Blog

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Create Your Life Map

Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and downs every step of the way. At Perspective, we know life happens and we can help you create a life map to help when it does.

 

The Perspective Team can help you create your life map.

The Perspective Team can help you create your life map.

Learn about the six key elements of our financial planning philosophy, our process in working with clients, and our investment strategy on our “How We Do It” page.

How We Do It

By |April 8th, 2019|Financial Planning, Video Blog|

Retirement and Required Minimum Distributions

retirement and required minimum distributions Certified Financial Planner practitioner Mike Larriva talks about your retirement and required minimum distributions (RMDs). In this short video, he offers a quick planning tip that’s worth your time. Taking his suggestion could help make settling your affairs less complicated for your loved ones when you pass away.

For a more in-depth explanation of your retirement and required minimum distributions, read our article, “Understanding RMDs,” below the video. You can also click here to visit IRS.gov for more details on RMDs.

 

Understanding RMDs

By |March 21st, 2019|Retirement, Video Blog|

Focus on Small Habits

Lupe Camargo encourages you to focus on small habits for big results.Financial Planner Lupe Camargo shares a personal story of positive change. Learn how a new focus on small habits helped create the big results she wanted.

It doesn’t matter what personal goals you may want to achieve. Improve your health. Save money. Spend more time with family. By focusing on small habits and little changes in your day-to-day life and environment, you can accomplish big goals and create positive results that will last.

Take five minutes to listen to Lupe’s story. You’ll be glad you did.

 

By |February 25th, 2019|Advisors, Video Blog|

Six Elements of Financial Planning

six elements of financial planningAt Perspective Financial Services, our client service centers on six key elements. In this 2-minute video, we summarize our six elements of financial planning and explain how our process benefits you. Click here to learn more about our financial planning and investment management services.

 

 

Photo credits for Six Elements of Financial Planning video: Mike Paulson, Rawpixel, BrainAJackson, CHUYN, Xstockimages
By |June 18th, 2018|Financial Planning, Video Blog|