Company News

McCann Honored for Volunteer Work

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 [...]

By |2019-08-19T09:31:17-07:00July 15th, 2019|Advisors, Company News|

AdvisoryHQ Named Perspective Financial Services a Top Advisor

2019 Update We're pleased to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a fourth year. Our firm was once again identified as one of the top rated advisors and financial planners in Phoenix and Scottsdale. The organization also rated us among the best in 2016, 2017 and 2018. AdvisoryHQ uses a [...]

By |2019-08-14T13:59:50-07:00March 12th, 2018|Company News, Financial Planning|

Enter the Age of Bionic Financial Planning

A recent study conducted by the Financial Planning Association and Investopedia revealed today’s investors require both high-tech and high-touch forms of advice to satisfy their increasingly complex financial needs. While investors are happy using “robo-advisors,” they’re more satisfied when using both a human advisor and an automated investing platform. In other words, bionic financial planning. Enter the [...]

The Psychology of Technology

Sherry Turkle directs the Massachusetts Institute of Technology (MIT) Initiative on Technology and Self, and has spent the past 30 years researching the psychology of technology. Her research raises critical questions about people’s relationships with technology, as well as technology’s role in productivity, including whether our always-connected state affects our ability to think, be creative [...]

By |2019-08-14T13:59:55-07:00December 12th, 2016|Company News, Current Affairs|

Next Generation RIAs

A handful of local Registered Investment Advisory (RIA) firms are invited to participate in a Charles Schwab summer intern education program. We’re proud to say Perspective Financial Services is among those selected to help educate next generation RIAs in this program. Mike McCann (right) reviews office operations with the Schwab RIA interns. (Summer 2016) [...]

By |2019-08-14T13:59:57-07:00July 8th, 2016|Advisors, Company News|