CFP

Your Digital Legacy

Does anyone truly die in the 21st century? The Internet is an integral part of our lives. Online banking, social media, a digital library of movies, books and music, email, photos stored in the Cloud – we all have accounts and an Internet presence that we don’t think much about unless we are hacked. When [...]

By |2019-08-19T10:05:48-07:00August 28th, 2019|Current Affairs, Estate Planning|

Create Long-Term Investment Plan

As sure as summers will be hot here in Arizona, the stock market will serve up a scare every six months or so. The recent global stock market slump illustrates that. Times like this are why we ask questions such as, “Why am I investing?” It's a reminder that we need an up-to-date, written, long-term investment [...]

By |2019-08-19T09:42:52-07:00August 19th, 2019|Current Affairs, Investing|

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|

Estate Planning Insights

Mike McCann recently helped his dad through a difficult life transition – from having full independence to living in a memory care facility. There are several estate planning pitfalls people often encounter. His dad avoided all but one. In this brief video, Mike shares key estate planning insights he gained in the process. Most importantly, [...]

By |2019-08-14T13:59:44-07:00July 8th, 2019|Estate Planning, Video Blog|

Comparing Auto Insurance

Comparing auto insurance can be overwhelming. As a result, many people just pick a policy and stay with it. But pricing varies depending on your age, location, vehicle and even your credit score, so re-evaluating your options every few years is worth the effort. Here are a few points to consider: If you have undergone [...]

By |2019-08-14T13:59:44-07:00June 10th, 2019|Insurance|