Video Library

Scroll through the Perspective Financial Services Video Library to watch original, brief videos on a wide range of personal financial planning and investing topics. (more…)

AdvisoryHQ Named Perspective Financial Services a Top Advisor

We’re honored to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a fifth year in 2020. Our firm was once again identified as one of the top-rated advisors and financial planners in Phoenix and Scottsdale. The organization also awarded us its highest rating in 2016, 2017, 2018 and 2019.

AdvisoryHQ uses a multi-step selection method for generating its list of top  firms. Its review and ranking articles are 100 percent independently researched and objectively written. Firms do not pay for their ranking. (A detailed overview of AdvisoryHQ’s process is below.)

In 2020, the reviewers highlighted our flexibility and comprehensive approach, as well as our online tools, as being especially significant.

“In times of economic uncertainty, the services of a financial advisor who can help you grow and protect your assets become even more important. Perspective Financial Services takes a comprehensive and flexible approach to financial planning. This approach is designed to meet the needs of ever-changing financial situations,” Advisory HQ wrote. “This innovative Phoenix financial planner has developed a variety of online tools designed to help clients navigate their financial lives and bring the customer experience into the 21st Century.”

AdvisoryHQ reviewers also emphasized our strict fiduciary commitment.

“The firm puts the financial wellbeing of its clients at the center of everything they do. And their fee-only structure ensures that they don’t receive any commissions for the sale of financial products,” they wrote. “Clients can be assured that [Perspective Financial Services] is acting in their best interests at all times.”

Perspective Financial Services a Top Advisor: Click here to read the full article and review at the AdvisoryHQ website.

 

A step-by-step overview of AdvisoryHQ’s methodology process.

  1. AdvisoryHQ uses publicly available sources to identify a wide range of firms that are providing services in a designated area.
  2. AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
  3. Researchers trim down the initial list. AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors. They include experience, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors. This builds  a broad picture of what each firm or product has to offer, before the final selection process occurs.
  4. AdvisoryHQ’s  finalizes the list of firms based on the results of the assessment. The list is then published to the general public.

Click here to read the full methodology process on the AdvisoryHQ website.

By |2020-09-17T08:28:38-07:00September 21st, 2020|Company News, Financial Planning|

Lupe Camargo Serves Arizona Girl Scouts as Board Chair

Lupe Camargo Serves Arizona Girl Scouts as Board Chair

Lupe Camargo serves Arizona Girl Scouts as board chair: Perspective Financial Services is proud to announce that Lupe was recently elected as chair of the Girl Scouts – Arizona Cactus-Pine Council (GSACPC) board of directors. A longtime community leader, Lupe has a strong connection to Arizona and the needs of women and girls in our state. She has supported and advised the local Girl Scouts council in many capacities for more than a dozen years, including as a parent, troop leader and long-time board member.

The Council welcomed Lupe during its annual meeting, which was held virtually because of the COVID-19 pandemic.

“Fifteen years ago, I walked into my first Girl Scout meeting,” Lupe said during her address at the meeting. “My daughter, now 20 years old, started as a Daisy in her Kindergarten class. We were both excited for the fun she would have, especially the 3 Cs we would experience: Cookies, Camping, and Crafts. As she remained involved, and I eventually became her troop leader I learned that yes, Cookies, Camping and Crafts were an important part of Girl Scouting… however, we learned there was much more.”

Click here to read Lupe’s speech, which the Council shared with AZ Big Media “as a means to empower, inspire and advocate for girls and women across Arizona.”

Photo by Mark Skalny

Empowering Young Adults with Autism

SEEDs for Autism provides a path “from learning to earning” by empowering young adults with autism. The program has been a blessing for my family, and I am so proud that our firm is able to sponsor its inaugural Discovery Day event. (Scroll down to see event details!)

Empowering young adults with autism

Jake McCann works for the Arizona Diamondbacks.

The program teaches vocational job-development skills, while practicing life and social skills. My son, Jake, has participated in SEEDs for about three years. During that time, he has grown in confidence and abilities. With encouragement and coaching, Jake got a job as a 50/50 raffle sales person for the Arizona Diamondbacks. During the 2019 baseball season, he was one of the top sellers and was named Employee of the Month in August. Jake’s is only one of many success stories.

About 40 of SEEDs’ approximately 250 participants have found outside employment as a result of what they learned there. Skills are taught in welding, sewing, weaving, wood-turning, ceramics, jewelry, writing, computers, video production, screen printing and more. Participants learn from professionals who are experts in their fields and know how to create products that are beautiful and functional. SEEDs is also creating a business model intended to eventually create on-site jobs for a percentage of those who are in the program.

SEEDs contracts with a Board Certified Behavior Analyst (BCBA) who helps write language and social-skill goals. Classes and departments have a 1:1 to 1:4 teacher-student ratio, which allows for concentrated attention. This hands-on approach empowers participants to contribute and gain a better understanding of what is required to communicate, manage anxiety and work with others.

Community involvement is vital to SEEDs’ long-term success. Volunteers, donations and purchases are always appreciated. Take a moment to watch the video below and explore their website at www.seedsforautism.org.

Discovery Day will be a fun event and a great opportunity to do some early holiday shopping. We hope to see you there!

Empowering Young Adults with Autism

 

Discovery Day

November 16, 2019

10:00 a.m. to 2:00 p.m.

3420 S. 7th Street, Phoenix

Experience a variety of autism-friendly activities and explore new interests at this FREE community event.

Activities include carnival games, prizes, face painting, obstacle course, puppets, archery, martial arts, remote control cars, therapy dogs and more.

Meet-and-greets with Phoenix Police K-9 unit, Phoenix Herpetological Sanctuary, chess club and other groups. Buy delicious food and drinks, and visit Creation Stations to make origami, leather ornaments, wire bracelets, bath salts and more.

Get more details here!

By |2019-10-21T09:14:50-07:00October 21st, 2019|Charitable Giving, Company News|