Perspective Financial Services

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|

Tell Me About Your Health

A caring financial planner will talk with you about more than just money. Experience has taught Lupe Camargo how important it is to have discussions about health with her clients. “Tell me about your health.” In this brief video, she shares insights about how taking care of your health is just as important to a [...]

By |2019-08-14T15:24:34-07:00August 12th, 2019|Retirement, Video Blog|

Understand Why Before Deciding How

I recently sat down with a new client who needed help understanding her financial accounts. It takes two-way communication and objectivity to determine what investment strategy best serves a client’s needs. Essentially, you must understand why before deciding how. Unfortunately, this woman’s previous advisor did not take such actions. Several years ago this person recommended [...]

By |2019-08-14T13:59:44-07:00July 29th, 2019|Insurance, Investing|

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|

Recommended Reading

This book is all about the 1 percent – that is, how 1 percent adjustments can create large, long-term changes. Author James Clear explains why taking dramatic action is one of the main reasons people fail at changing their habits. Conversely, 1 percent adjustments often lead to success. Recommended Reading: Atomic Habits Saving money is [...]

By |2019-08-14T13:59:44-07:00July 1st, 2019|Books|