Why do you need a written financial plan? Would you take a cross-country road trip without a plan or itinerary? Planning a road trip is like planning your financial future. In the two-minute video below, Mike Larriva uses this analogy to explain how a written plan helps you get where you want to go. After watching, [...]
Mike McCann Honored for Volunteer Work with Phoenix-area Scouting BSA organization. McCann, president and founder of Perspective Financial Services, LLC, received Honorable Mention in the 13th Annual Invest in Others (IiO) Awards for his work with Friends and Supporters of Troop 30 (FAST 30), a local scouting organization. As a result, FAST 30 will receive [...]
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 [...]
How many times have you been told you’re more likely to achieve a goal if you write it down? More times than you can count? Probably. That’s because study after study has proven it to be true. Is it time to create a vivid written financial plan to achieve your goals? Vividly describing your goals [...]
In this brief video, Certified Financial Planner practitioner Mike Larriva explains how investment risk and return run parallel to one another, just like railroad tracks. To keep your investment portfolio on track, you need to keep risk and reward in balance. To help keep your investment portfolio on track – even during erratic market fluctuations [...]
David Davodi joins Perspective Financial Services. Perspective Financial Services continues to grow, and we are always in search of ways to add value to the services we provide our clients. As part of that effort, we’re pleased to announce a new member of our team. David Davodi joins Perspective Financial Services as an [...]