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213<li id="menu-item-802" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-802"><a href="https://theperspectivegroup.com/clients/">Joining</a> 214<ul class="sub-menu"> 215 <li id="menu-item-788" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-788"><a href="https://theperspectivegroup.com/clients/">Clients</a></li> 216 <li id="menu-item-563" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-563"><a href="https://theperspectivegroup.com/careers/">Careers</a></li> 217</ul> 218</li> 219<li id="menu-item-703" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-703"><a href="https://theperspectivegroup.com/blog/">Blog</a></li> 220<li id="menu-item-416" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-416"><a href="https://theperspectivegroup.com/connect/">Connect</a></li> 221<li id="menu-item-42" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-42"><a target="_blank" href="https://theperspectivegroup.sharefile.com/filedrop/dx2c6c68-e102-496b-b9c5-965e4a91b6d6">Secure Upload</a></li> 222</ul></div> </nav><!-- .main-navigation --> 223 224 </div><!-- .site-header-menu --> 225 </div><!-- .header-right --> 226 <div class="clearfloat"></div> 227 </div><!-- .site-header-main --> 228 229</header><!-- .site-header --> 230 231 <div class="header-photo header-no" style="background-image: url();"> 232 233 <div class="overlay"> 234 235 <div class="header-caption"></div> 236 237 </div><!-- .overlay --> 238 239 </div><!-- .header-photo --> 240 241 <div id="content" class="site-content subnav-yes"> 242 243 <div class="subnav-menu"><div class="menu-what-we-do-container"><ul id="menu-what-we-do" class="menu"><li id="menu-item-269" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-269"><a href="https://theperspectivegroup.com/what-we-do/wealth-management/">Wealth Management</a></li> 244<li id="menu-item-308" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-308"><a href="https://theperspectivegroup.com/what-we-do/philanthropic-planning/">Creative Planning</a></li> 245<li id="menu-item-261" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-261"><a href="https://theperspectivegroup.com/what-we-do/investment-advice/">Portfolio Management</a></li> 246<li id="menu-item-281" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-281"><a href="https://theperspectivegroup.com/what-we-do/tax-planning-and-preparation/">Tax Planning & Prep</a></li> 247<li id="menu-item-273" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-273"><a href="https://theperspectivegroup.com/what-we-do/legacy-planning/">Legacy Planning</a></li> 248</ul></div></div> 249 250 251 252<div id="primary" class="content-area"> 253 <main id="main" class="site-main"> 254 255<article id="post-241" class="post-241 page type-page status-publish hentry"> 256 <header class="entry-header"> 257 <h1 class="entry-title">What We Do</h1> </header><!-- .entry-header --> 258 259 260 <div class="entry-content"> 261 <div data-elementor-type="wp-page" data-elementor-id="241" class="elementor elementor-241"> 262 <div class="elementor-element elementor-element-c884961 e-flex e-con-boxed e-con e-parent" data-id="c884961" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 263 <div class="e-con-inner"> 264 <div class="elementor-element elementor-element-f1b1dd8 e-con-full shadow-box e-flex e-con e-child" data-id="f1b1dd8" data-element_type="container" data-e-type="container"> 265 <div class="elementor-element elementor-element-4461432 e-con-full e-flex e-con e-child" data-id="4461432" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 266 <div class="elementor-element elementor-element-15ed40a elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="15ed40a" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 267 <div class="elementor-widget-container"> 268 <div class="elementor-divider"> 269 <span class="elementor-divider-separator"> 270 </span> 271 </div> 272 </div>
273 </div> 274 <div class="elementor-element elementor-element-65abf88 elementor-widget elementor-widget-heading" data-id="65abf88" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 275 <div class="elementor-widget-container"> 276 <h2 class="elementor-heading-title elementor-size-default">What We Do</h2> </div> 277 </div> 278 <div class="elementor-element elementor-element-85a27b6 elementor-widget elementor-widget-text-editor" data-id="85a27b6" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 279 <div class="elementor-widget-container"> 280 <p>We help you pursue your goals, and we do that by pairing you with a CERTIFIED FINANCIAL PLANNING® professional. He or she can help you navigate complicated challenges, from investment advice to tax planning and preparation.</p> </div> 281 </div> 282 <div class="elementor-element elementor-element-e3518f3 arrow-button light-button popmake-723 elementor-widget elementor-widget-button" data-id="e3518f3" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 283 <div class="elementor-widget-container"> 284 <div class="elementor-button-wrapper"> 285 <a class="elementor-button elementor-button-link elementor-size-sm" href="#"> 286 <span class="elementor-button-content-wrapper"> 287 <span class="elementor-button-icon"> 288 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 289 <span class="elementor-button-text">Watch the Video</span> 290 </span> 291 </a> 292 </div> 293 </div> 294 </div> 295 </div> 296 <div class="elementor-element elementor-element-b3cf826 e-con-full e-flex e-con e-child" data-id="b3cf826" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}">
297 </div> 298 </div> 299 </div> 300 </div> 301 <div class="elementor-element elementor-element-9f99e3b e-flex e-con-boxed e-con e-parent" data-id="9f99e3b" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 302 <div class="e-con-inner"> 303 <div class="elementor-element elementor-element-79aa88d e-con-full shadow-box e-flex e-con e-child" data-id="79aa88d" data-element_type="container" data-e-type="container"> 304 <div class="elementor-element elementor-element-bfe7d10 e-con-full e-flex e-con e-child" data-id="bfe7d10" data-element_type="container" data-e-type="container"> 305 <div class="elementor-element elementor-element-44aa93a elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="44aa93a" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 306 <div class="elementor-widget-container"> 307 <div class="elementor-divider"> 308 <span class="elementor-divider-separator"> 309 </span> 310 </div> 311 </div> 312 </div> 313 <div class="elementor-element elementor-element-0970ecf elementor-widget elementor-widget-heading" data-id="0970ecf" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 314 <div class="elementor-widget-container"> 315 <h2 class="elementor-heading-title elementor-size-default">Our Services</h2> </div> 316 </div> 317 </div> 318 <div class="elementor-element elementor-element-09b7630 e-con-full services-list e-flex e-con e-child" data-id="09b7630" data-element_type="container" data-e-type="container"> 319 <div class="elementor-element elementor-element-f76fa55 e-con-full e-flex e-con e-child" data-id="f76fa55" data-element_type="container" data-e-type="container"> 320 <div class="elementor-element elementor-element-66f3361 elementor-view-framed elementor-shape-circle elementor-widget elementor-widget-icon" data-id="66f3361" data-element_type="widget" data-e-type="widget" data-widget_type="icon.default"> 321 <div class="elementor-widget-container"> 322 <div class="elementor-icon-wrapper"> 323 <div class="elementor-icon"> 324 <svg aria-hidden="true" class="e-font-icon-svg e-fas-chart-bar" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M332.8 320h38.4c6.4 0 12.8-6.4 12.8-12.8V172.8c0-6.4-6.4-12.8-12.8-12.8h-38.4c-6.4 0-12.8 6.4-12.8 12.8v134.4c0 6.4 6.4 12.8 12.8 12.8zm96 0h38.4c6.4 0 12.8-6.4 12.8-12.8V76.8c0-6.4-6.4-12.8-12.8-12.8h-38.4c-6.4 0-12.8 6.4-12.8 12.8v230.4c0 6.4 6.4 12.8 12.8 12.8zm-288 0h38.4c6.4 0 12.8-6.4 12.8-12.8v-70.4c0-6.4-6.4-12.8-12.8-12.8h-38.4c-6.4 0-12.8 6.4-12.8 12.8v70.4c0 6.4 6.4 12.8 12.8 12.8zm96 0h38.4c6.4 0 12.8-6.4 12.8-12.8V108.8c0-6.4-6.4-12.8-12.8-12.8h-38.4c-6.4 0-12.8 6.4-12.8 12.8v198.4c0 6.4 6.4 12.8 12.8 12.8zM496 384H64V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-32c0-8.84-7.16-16-16-16z"></path></svg> </div> 325 </div> 326 </div> 327 </div> 328 <div class="elementor-element elementor-element-410fcae elementor-widget elementor-widget-heading" data-id="410fcae" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 329 <div class="elementor-widget-container"> 330 <h3 class="elementor-heading-title elementor-size-default">Wealth Management</h3> </div> 331 </div> 332 <div class="elementor-element elementor-element-4dc3688 elementor-widget elementor-widget-text-editor" data-id="4dc3688" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 333 <div class="elementor-widget-container"> 334 <p>Our wealth-management services encompass our full suite of services.</p> </div> 335 </div> 336 <div class="elementor-element elementor-element-93cfdf7 arrow-button light-button elementor-widget elementor-widget-button" data-id="93cfdf7" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 337 <div class="elementor-widget-container"> 338 <div class="elementor-button-wrapper"> 339 <a class="elementor-button elementor-button-link elementor-size-sm" href="/what-we-do/wealth-management/"> 340 <span class="elementor-button-content-wrapper"> 341 <span class="elementor-button-icon"> 342 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 343 <span class="elementor-button-text">Learn More</span> 344 </span> 345 </a> 346 </div> 347 </div>
348 </div> 349 </div> 350 <div class="elementor-element elementor-element-de4f822 e-con-full e-flex e-con e-child" data-id="de4f822" data-element_type="container" data-e-type="container"> 351 <div class="elementor-element elementor-element-0c3620f elementor-view-framed elementor-shape-circle elementor-widget elementor-widget-icon" data-id="0c3620f" data-element_type="widget" data-e-type="widget" data-widget_type="icon.default"> 352 <div class="elementor-widget-container"> 353 <div class="elementor-icon-wrapper"> 354 <div class="elementor-icon"> 355 <svg aria-hidden="true" class="e-font-icon-svg e-fas-umbrella" viewBox="0 0 576 512" xmlns="http://www.w3.org/2000/svg"><path d="M575.7 280.8C547.1 144.5 437.3 62.6 320 49.9V32c0-17.7-14.3-32-32-32s-32 14.3-32 32v17.9C138.3 62.6 29.5 144.5.3 280.8c-2.2 10.1 8.5 21.3 18.7 11.4 52-55 107.7-52.4 158.6 37 5.3 9.5 14.9 8.6 19.7 0 20.2-35.4 44.9-73.2 90.7-73.2 58.5 0 88.2 68.8 90.7 73.2 4.8 8.6 14.4 9.5 19.7 0 51-89.5 107.1-91.4 158.6-37 10.3 10 20.9-1.3 18.7-11.4zM256 301.7V432c0 8.8-7.2 16-16 16-7.8 0-13.2-5.3-15.1-10.7-5.9-16.7-24.1-25.4-40.8-19.5-16.7 5.9-25.4 24.2-19.5 40.8 11.2 31.9 41.6 53.3 75.4 53.3 44.1 0 80-35.9 80-80V301.6c-9.1-7.9-19.8-13.6-32-13.6-12.3.1-22.4 4.8-32 13.7z"></path></svg> </div> 356 </div> 357 </div> 358 </div> 359 <div class="elementor-element elementor-element-1c2ee1a elementor-widget elementor-widget-heading" data-id="1c2ee1a" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 360 <div class="elementor-widget-container"> 361 <h3 class="elementor-heading-title elementor-size-default">Creative Planning</h3> </div> 362 </div> 363 <div class="elementor-element elementor-element-8a062cf elementor-widget elementor-widget-text-editor" data-id="8a062cf" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 364 <div class="elementor-widget-container"> 365 <p>We offer advanced financial planning to help you architect your future.</p> </div> 366 </div> 367 <div class="elementor-element elementor-element-a8786c9 arrow-button light-button elementor-widget elementor-widget-button" data-id="a8786c9" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 368 <div class="elementor-widget-container"> 369 <div class="elementor-button-wrapper"> 370 <a class="elementor-button elementor-button-link elementor-size-sm" href="/what-we-do/philanthropic-planning/"> 371 <span class="elementor-button-content-wrapper"> 372 <span class="elementor-button-icon"> 373 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 374 <span class="elementor-button-text">Learn More</span> 375 </span> 376 </a> 377 </div> 378 </div> 379 </div> 380 </div> 381 <div class="elementor-element elementor-element-7bc10c1 e-con-full e-flex e-con e-child" data-id="7bc10c1" data-element_type="container" data-e-type="container"> 382 <div class="elementor-element elementor-element-f07cfb2 elementor-view-framed elementor-shape-circle elementor-widget elementor-widget-icon" data-id="f07cfb2" data-element_type="widget" data-e-type="widget" data-widget_type="icon.default"> 383 <div class="elementor-widget-container"> 384 <div class="elementor-icon-wrapper"> 385 <div class="elementor-icon"> 386 <svg aria-hidden="true" class="e-font-icon-svg e-fas-chart-pie" viewBox="0 0 544 512" xmlns="http://www.w3.org/2000/svg"><path d="M527.79 288H290.5l158.03 158.03c6.04 6.04 15.98 6.53 22.19.68 38.7-36.46 65.32-85.61 73.13-140.86 1.34-9.46-6.51-17.85-16.06-17.85zm-15.83-64.8C503.72 103.74 408.26 8.28 288.8.04 279.68-.59 272 7.1 272 16.24V240h223.77c9.14 0 16.82-7.68 16.19-16.8zM224 288V50.71c0-9.55-8.39-17.4-17.84-16.06C86.99 51.49-4.1 155.6.14 280.37 4.5 408.51 114.83 513.59 243.03 511.98c50.4-.63 96.97-16.87 135.26-44.03 7.9-5.6 8.42-17.23 1.57-24.08L224 288z"></path></svg> </div> 387 </div> 388 </div>
389 </div> 390 <div class="elementor-element elementor-element-6688a18 elementor-widget elementor-widget-heading" data-id="6688a18" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 391 <div class="elementor-widget-container"> 392 <h3 class="elementor-heading-title elementor-size-default">Portfolio Management</h3> </div> 393 </div> 394 <div class="elementor-element elementor-element-a01df1c elementor-widget elementor-widget-text-editor" data-id="a01df1c" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 395 <div class="elementor-widget-container"> 396 <p>We call our proprietary portfolios <em>Purpose-Built Portfolios</em> because they are custom built for an intended purpose.</p> </div> 397 </div> 398 <div class="elementor-element elementor-element-cf9f79d arrow-button light-button elementor-widget elementor-widget-button" data-id="cf9f79d" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 399 <div class="elementor-widget-container"> 400 <div class="elementor-button-wrapper"> 401 <a class="elementor-button elementor-button-link elementor-size-sm" href="/what-we-do/investment-advice/"> 402 <span class="elementor-button-content-wrapper"> 403 <span class="elementor-button-icon"> 404 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 405 <span class="elementor-button-text">Learn More</span> 406 </span> 407 </a> 408 </div> 409 </div> 410 </div> 411 </div> 412 <div class="elementor-element elementor-element-9ced1bc e-con-full e-flex e-con e-child" data-id="9ced1bc" data-element_type="container" data-e-type="container"> 413 <div class="elementor-element elementor-element-63100a9 elementor-view-framed elementor-shape-circle elementor-widget elementor-widget-icon" data-id="63100a9" data-element_type="widget" data-e-type="widget" data-widget_type="icon.default"> 414 <div class="elementor-widget-container"> 415 <div class="elementor-icon-wrapper"> 416 <div class="elementor-icon"> 417 <svg aria-hidden="true" class="e-font-icon-svg e-fas-calculator" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M400 0H48C22.4 0 0 22.4 0 48v416c0 25.6 22.4 48 48 48h352c25.6 0 48-22.4 48-48V48c0-25.6-22.4-48-48-48zM128 435.2c0 6.4-6.4 12.8-12.8 12.8H76.8c-6.4 0-12.8-6.4-12.8-12.8v-38.4c0-6.4 6.4-12.8 12.8-12.8h38.4c6.4 0 12.8 6.4 12.8 12.8v38.4zm0-128c0 6.4-6.4 12.8-12.8 12.8H76.8c-6.4 0-12.8-6.4-12.8-12.8v-38.4c0-6.4 6.4-12.8 12.8-12.8h38.4c6.4 0 12.8 6.4 12.8 12.8v38.4zm128 128c0 6.4-6.4 12.8-12.8 12.8h-38.4c-6.4 0-12.8-6.4-12.8-12.8v-38.4c0-6.4 6.4-12.8 12.8-12.8h38.4c6.4 0 12.8 6.4 12.8 12.8v38.4zm0-128c0 6.4-6.4 12.8-12.8 12.8h-38.4c-6.4 0-12.8-6.4-12.8-12.8v-38.4c0-6.4 6.4-12.8 12.8-12.8h38.4c6.4 0 12.8 6.4 12.8 12.8v38.4zm128 128c0 6.4-6.4 12.8-12.8 12.8h-38.4c-6.4 0-12.8-6.4-12.8-12.8V268.8c0-6.4 6.4-12.8 12.8-12.8h38.4c6.4 0 12.8 6.4 12.8 12.8v166.4zm0-256c0 6.4-6.4 12.8-12.8 12.8H76.8c-6.4 0-12.8-6.4-12.8-12.8V76.8C64 70.4 70.4 64 76.8 64h294.4c6.4 0 12.8 6.4 12.8 12.8v102.4z"></path></svg> </div> 418 </div> 419 </div> 420 </div> 421 <div class="elementor-element elementor-element-b10ceca elementor-widget elementor-widget-heading" data-id="b10ceca" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 422 <div class="elementor-widget-container"> 423 <h3 class="elementor-heading-title elementor-size-default">Tax Planning and Preparation</h3> </div> 424 </div> 425 <div class="elementor-element elementor-element-9f9e07d elementor-widget elementor-widget-text-editor" data-id="9f9e07d" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 426 <div class="elementor-widget-container"> 427 <p>Because taxes impact most financial matters, we confront the reality from start to finish.</p> </div>
428 </div> 429 <div class="elementor-element elementor-element-8477ca2 arrow-button light-button elementor-widget elementor-widget-button" data-id="8477ca2" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 430 <div class="elementor-widget-container"> 431 <div class="elementor-button-wrapper"> 432 <a class="elementor-button elementor-button-link elementor-size-sm" href="/what-we-do/tax-planning-and-preparation/"> 433 <span class="elementor-button-content-wrapper"> 434 <span class="elementor-button-icon"> 435 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 436 <span class="elementor-button-text">Learn More</span> 437 </span> 438 </a> 439 </div> 440 </div> 441 </div> 442 </div> 443 <div class="elementor-element elementor-element-73bc25e e-con-full e-flex e-con e-child" data-id="73bc25e" data-element_type="container" data-e-type="container"> 444 <div class="elementor-element elementor-element-c05dac5 elementor-view-framed elementor-shape-circle elementor-widget elementor-widget-icon" data-id="c05dac5" data-element_type="widget" data-e-type="widget" data-widget_type="icon.default"> 445 <div class="elementor-widget-container"> 446 <div class="elementor-icon-wrapper"> 447 <div class="elementor-icon"> 448 <svg aria-hidden="true" class="e-font-icon-svg e-fas-dove" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M288 167.2v-28.1c-28.2-36.3-47.1-79.3-54.1-125.2-2.1-13.5-19-18.8-27.8-8.3-21.1 24.9-37.7 54.1-48.9 86.5 34.2 38.3 80 64.6 130.8 75.1zM400 64c-44.2 0-80 35.9-80 80.1v59.4C215.6 197.3 127 133 87 41.8c-5.5-12.5-23.2-13.2-29-.9C41.4 76 32 115.2 32 156.6c0 70.8 34.1 136.9 85.1 185.9 13.2 12.7 26.1 23.2 38.9 32.8l-143.9 36C1.4 414-3.4 426.4 2.6 435.7 20 462.6 63 508.2 155.8 512c8 .3 16-2.6 22.1-7.9l65.2-56.1H320c88.4 0 160-71.5 160-159.9V128l32-64H400zm0 96.1c-8.8 0-16-7.2-16-16s7.2-16 16-16 16 7.2 16 16-7.2 16-16 16z"></path></svg> </div> 449 </div> 450 </div> 451 </div> 452 <div class="elementor-element elementor-element-590dbe7 elementor-widget elementor-widget-heading" data-id="590dbe7" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 453 <div class="elementor-widget-container"> 454 <h3 class="elementor-heading-title elementor-size-default">Legacy Planning</h3> </div> 455 </div> 456 <div class="elementor-element elementor-element-bc014ac elementor-widget elementor-widget-text-editor" data-id="bc014ac" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 457 <div class="elementor-widget-container"> 458 <p>Our legacy planning services are integrated into our wealth management process, but can stand alone.</p> </div> 459 </div> 460 <div class="elementor-element elementor-element-2a6ddb0 arrow-button light-button elementor-widget elementor-widget-button" data-id="2a6ddb0" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 461 <div class="elementor-widget-container"> 462 <div class="elementor-button-wrapper"> 463 <a class="elementor-button elementor-button-link elementor-size-sm" href="/what-we-do/legacy-planning/"> 464 <span class="elementor-button-content-wrapper"> 465 <span class="elementor-button-icon"> 466 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 467 <span class="elementor-button-text">Learn More</span> 468 </span> 469 </a> 470 </div> 471 </div>
472 </div> 473 </div> 474 </div> 475 </div> 476 </div> 477 </div> 478 <div class="elementor-element elementor-element-b7110ca e-flex e-con-boxed e-con e-parent" data-id="b7110ca" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 479 <div class="e-con-inner"> 480 <div class="elementor-element elementor-element-86c5099 e-con-full e-flex e-con e-child" data-id="86c5099" data-element_type="container" data-e-type="container"> 481 <div class="elementor-element elementor-element-8b0fac2 elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="8b0fac2" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 482 <div class="elementor-widget-container"> 483 <div class="elementor-divider"> 484 <span class="elementor-divider-separator"> 485 </span> 486 </div> 487 </div> 488 </div> 489 <div class="elementor-element elementor-element-3020040 elementor-widget elementor-widget-heading" data-id="3020040" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 490 <div class="elementor-widget-container"> 491 <h2 class="elementor-heading-title elementor-size-default">What We Offer</h2> </div> 492 </div> 493 </div> 494 <div class="elementor-element elementor-element-4ee482e e-flex e-con-boxed e-con e-child" data-id="4ee482e" data-element_type="container" data-e-type="container"> 495 <div class="e-con-inner"> 496 <div class="elementor-element elementor-element-3a434b0 e-con-full e-flex e-con e-child" data-id="3a434b0" data-element_type="container" data-e-type="container"> 497 <div class="elementor-element elementor-element-6470ede elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="6470ede" data-element_type="widget" data-e-type="widget" data-widget_type="icon-list.default"> 498 <div class="elementor-widget-container"> 499 <ul class="elementor-icon-list-items"> 500 <li class="elementor-icon-list-item"> 501 <span class="elementor-icon-list-icon"> 502 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 503 <span class="elementor-icon-list-text">Trusted partnership</span> 504 </li> 505 <li class="elementor-icon-list-item"> 506 <span class="elementor-icon-list-icon"> 507 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 508 <span class="elementor-icon-list-text">Valuable perspective</span> 509 </li> 510 <li class="elementor-icon-list-item"> 511 <span class="elementor-icon-list-icon"> 512 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 513 <span class="elementor-icon-list-text">Navigating real-life situations and choices</span> 514 </li> 515 <li class="elementor-icon-list-item"> 516 <span class="elementor-icon-list-icon"> 517 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 518 <span class="elementor-icon-list-text">Creative financial planning</span> 519 </li> 520 <li class="elementor-icon-list-item"> 521 <span class="elementor-icon-list-icon"> 522 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 523 <span class="elementor-icon-list-text">Objective and independent thinking</span> 524 </li> 525 </ul> 526 </div>
527 </div> 528 </div> 529 <div class="elementor-element elementor-element-acd23e1 e-con-full e-flex e-con e-child" data-id="acd23e1" data-element_type="container" data-e-type="container"> 530 <div class="elementor-element elementor-element-fb57d06 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="fb57d06" data-element_type="widget" data-e-type="widget" data-widget_type="icon-list.default"> 531 <div class="elementor-widget-container"> 532 <ul class="elementor-icon-list-items"> 533 <li class="elementor-icon-list-item"> 534 <span class="elementor-icon-list-icon"> 535 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 536 <span class="elementor-icon-list-text">Purpose-built portfolios <sup>SM</sup></span> 537 </li> 538 <li class="elementor-icon-list-item"> 539 <span class="elementor-icon-list-icon"> 540 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 541 <span class="elementor-icon-list-text">Integration with your portfolio and tax situation</span> 542 </li> 543 <li class="elementor-icon-list-item"> 544 <span class="elementor-icon-list-icon"> 545 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 546 <span class="elementor-icon-list-text">Stress testing, risk assessments, and proactive mitigation of risks</span> 547 </li> 548 <li class="elementor-icon-list-item"> 549 <span class="elementor-icon-list-icon"> 550 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 551 <span class="elementor-icon-list-text">Connecting the dots with attorneys, CPAs, insurance agents and other pros</span> 552 </li> 553 <li class="elementor-icon-list-item"> 554 <span class="elementor-icon-list-icon"> 555 <svg aria-hidden="true" class="e-font-icon-svg e-fas-check-circle" viewBox="0 0 512 512" xmlns="http://www.w3.org/2000/svg"><path d="M504 256c0 136.967-111.033 248-248 248S8 392.967 8 256 119.033 8 256 8s248 111.033 248 248zM227.314 387.314l184-184c6.248-6.248 6.248-16.379 0-22.627l-22.627-22.627c-6.248-6.249-16.379-6.249-22.628 0L216 308.118l-70.059-70.059c-6.248-6.248-16.379-6.248-22.628 0l-22.627 22.627c-6.248 6.248-6.248 16.379 0 22.627l104 104c6.249 6.249 16.379 6.249 22.628.001z"></path></svg> </span> 556 <span class="elementor-icon-list-text">Being here for you</span> 557 </li> 558 </ul> 559 </div>
560 </div> 561 </div> 562 </div> 563 </div> 564 <div class="elementor-element elementor-element-3c14437 e-flex e-con-boxed e-con e-child" data-id="3c14437" data-element_type="container" data-e-type="container"> 565 <div class="e-con-inner"> 566 <div class="elementor-element elementor-element-79c6374 elementor-widget elementor-widget-text-editor" data-id="79c6374" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 567 <div class="elementor-widget-container"> 568 <p>LPL Financial does not provide tax advice or services.</p> </div> 569 </div> 570 </div> 571 </div> 572 </div> 573 </div> 574 <div class="elementor-element elementor-element-d35f795 e-flex e-con-boxed e-con e-parent" data-id="d35f795" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 575 <div class="e-con-inner"> 576 <div class="elementor-element elementor-element-1949e96 e-con-full e-flex e-con e-child" data-id="1949e96" data-element_type="container" data-e-type="container"> 577 <div class="elementor-element elementor-element-b728bd3 elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="b728bd3" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 578 <div class="elementor-widget-container"> 579 <div class="elementor-divider"> 580 <span class="elementor-divider-separator"> 581 </span> 582 </div> 583 </div> 584 </div> 585 <div class="elementor-element elementor-element-56e419c elementor-widget elementor-widget-heading" data-id="56e419c" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 586 <div class="elementor-widget-container"> 587 <h2 class="elementor-heading-title elementor-size-default">What We Charge</h2> </div> 588 </div> 589 <div class="elementor-element elementor-element-cc3c40f elementor-align-center arrow-button solid-button elementor-mobile-align-left elementor-widget elementor-widget-button" data-id="cc3c40f" data-element_type="widget" data-e-type="widget" data-widget_type="button.default"> 590 <div class="elementor-widget-container"> 591 <div class="elementor-button-wrapper"> 592 <a class="elementor-button elementor-button-link elementor-size-sm" href="/wp-content/uploads/2022/07/The-Perspective-Group-Wealth-Management-Services-and-Fees-Recap.pdf" target="_blank"> 593 <span class="elementor-button-content-wrapper"> 594 <span class="elementor-button-icon"> 595 <svg aria-hidden="true" class="e-font-icon-svg e-fas-arrow-right" viewBox="0 0 448 512" xmlns="http://www.w3.org/2000/svg"><path d="M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z"></path></svg> </span> 596 <span class="elementor-button-text">View Fee Table</span> 597 </span> 598 </a> 599 </div> 600 </div> 601 </div> 602 </div> 603 </div> 604 </div> 605 <div class="elementor-element elementor-element-56eda17 e-flex e-con-boxed e-con e-parent" data-id="56eda17" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 606 <div class="e-con-inner"> 607 <div class="elementor-element elementor-element-f9245aa e-con-full shadow-box e-flex e-con e-child" data-id="f9245aa" data-element_type="container" data-e-type="container"> 608 <div class="elementor-element elementor-element-6f20e2d e-con-full testimonial-quote e-flex e-con e-child" data-id="6f20e2d" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 609 <div class="elementor-element elementor-element-aec9472 elementor-widget elementor-widget-image" data-id="aec9472" data-element_type="widget" data-e-type="widget" data-widget_type="image.default"> 610 <div class="elementor-widget-container"> 611 <img decoding="async" width="179" height="122" src="https://theperspectivegroup.com/w
611p-content/uploads/2024/05/start-quote.png" class="attachment-large size-large wp-image-729" alt="" /> </div> 612 </div> 613 <div class="elementor-element elementor-element-ac9039d elementor-widget elementor-widget-text-editor" data-id="ac9039d" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 614 <div class="elementor-widget-container"> 615 <p>I donât think people really understand how valuable what you do is.</p> </div> 616 </div> 617 <div class="elementor-element elementor-element-650d5b9 elementor-widget elementor-widget-heading" data-id="650d5b9" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 618 <div class="elementor-widget-container"> 619 <h5 class="elementor-heading-title elementor-size-default">Brian S., Overland Park, Kansas</h5> </div> 620 </div> 621 <div class="elementor-element elementor-element-0c6a413 elementor-widget elementor-widget-image" data-id="0c6a413" data-element_type="widget" data-e-type="widget" data-widget_type="image.default"> 622 <div class="elementor-widget-container"> 623 <img decoding="async" width="179" height="122" src="https://theperspectivegroup.com/wp-content/uploads/2024/05/end-quote.png" class="attachment-large size-large wp-image-730" alt="" /> </div> 624 </div> 625 </div> 626 <div class="elementor-element elementor-element-ced37c9 e-con-full e-flex e-con e-child" data-id="ced37c9" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 627 <div class="elementor-element elementor-element-501363f elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="501363f" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 628 <div class="elementor-widget-container"> 629 <div class="elementor-divider"> 630 <span class="elementor-divider-separator"> 631 </span> 632 </div> 633 </div> 634 </div> 635 <div class="elementor-element elementor-element-9405ff1 elementor-widget elementor-widget-heading" data-id="9405ff1" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 636 <div class="elementor-widget-container"> 637 <h2 class="elementor-heading-title elementor-size-default">Contact Us</h2> </div> 638 </div> 639 <div class="elementor-element elementor-element-61b2ee9 elementor-widget elementor-widget-text-editor" data-id="61b2ee9" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 640 <div class="elementor-widget-container"> 641 <p>Call us at <a href="tel:785-749-1881"><strong>785-749-1881</strong></a> or email <a href="mailto:[email protected]"><strong>[email protected]</strong></a>. Or fill out our form below and weâll reply as soon as possible!</p> </div> 642 </div> 643 <div class="elementor-element elementor-element-fb46dfa elementor-widget elementor-widget-shortcode" data-id="fb46dfa" data-element_type="widget" data-e-type="widget" data-widget_type="shortcode.default"> 644 <div class="elementor-widget-container"> 645 <div class="elementor-shortcode"> 646<div class="wpcf7 no-js" id="wpcf7-f731-p241-o1" lang="en-US" dir="ltr" data-wpcf7-id="731"> 647<div class="screen-reader-response"><p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul></div> 648<form action="/what-we-do/#wpcf7-f731-p241-o1" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init"> 649<fieldset class="hidden-fields-container"><input type="hidden" name="_wpcf7" value="731" /><input type="hidden" name="_wpcf7_version" value="6.1.7" /><input type="hidden" name="_wpcf7_locale" value="en_US" /><input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f731-p241-o1" /><input type="hidden" name="_wpcf7_container_post" value="241" /><input type="hidden" name="_wpcf7_posted_data_hash" value="" /><input type="hidden" name="_wpcf7_recaptcha_response" value="" /> 650</fieldset> 651<div style="display: none;"> 652 <p><span class="wpcf7-form-control-wrap" data-name="your-subject"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="Contact form submission" type="text" name="your-subject" /></span> 653 </p> 654</div> 655<div style="display: none;"> 656 <p><span id="wpcf7-6abc2b9c15b63-wrapper" class="wpcf7-form-control-wrap cf7apps-honeypot-wrap your-title-wrap" data-cf7apps-honeypot="your-title" style="position:absolute;width:1px;height:1px;padding:0;margin:-1px;overflow:hidden;clip:rect(0,0,0,0);white-space:nowrap;border:0;"><input type="hidden" name="your-title-random-hash" value="20260929"><input type="hidden" name="your-title-time-token" value="MTc5MDcxNjgyOA==.5c3cbf998a0bd7e1cf98f9c46b2a144dfced97c9a716a4518e6526c6f23420b9"><label 657 for="wpcf7-6abc2b9c15b63-field" 658 class="hp-message" 659 >Please leave this field empty.</label><input 660 id="wpcf7-6abc2b9c15b63-field" 661 662 class="wpcf7-form-control wpcf7-text" 663 type="text" 664 name="tq72ghytcklq" 665 value="" 666 autocomplete="new-password" 667 tabindex="1000" 668 data-cf7apps-tabindex="1000" 669 /></span> 670 </p> 671</div> 672<div class="half-wrap"> 673 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-half" aria-required="true" aria-invalid="false" placeholder="First Name" value="" type="text" name="your-name" /></span> </label> 674 </p> 675 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="last-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-half" aria-required="true" aria-invalid="false" placeholder="Last Name" value="" type="text" name="last-name" /></span> </label> 676 </p> 677</div> 678<div class="half-wrap"> 679 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-email"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email contact-half" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="your-email" /></span> </label> 680 </p> 681 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-phone"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-text wpcf7-validates-as-tel contact-half" aria-invalid="false" placeholder="Phone" value="" type="tel" name="your-phone" /></span> </label> 682 </p> 683</div> 684<p><label> <span class="wpcf7-form-control-wrap" data-name="your-message"><textarea cols="100" rows="5" maxlength="2000" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required contact-message" aria-required="true" aria-invalid="false" placeholder="Message" name="your-message"></textarea></span> </label> 685</p> 686<p class="custom-submit"><input class="wpcf7-form-control wpcf7-submit has-spinner" type="submit" value="Submit" /> 687</p><input type='hidden' class='wpcf7-pum' value='{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}' /><div class="wpcf7-response-output" aria-hidden="true"></div> 688</form> 689</div> 690</div> 691 </div>
692 </div> 693 </div> 694 </div> 695 <div class="elementor-element elementor-element-2e5cc5b e-con-full e-flex e-con e-child" data-id="2e5cc5b" data-element_type="container" data-e-type="container"> 696 <div class="elementor-element elementor-element-4589547 elementor-widget elementor-widget-text-editor" data-id="4589547" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 697 <div class="elementor-widget-container"> 698 <p>This statement is a testimonial by a client of the financial professional as of 8/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.</p> </div> 699 </div> 700 </div> 701 </div> 702 </div> 703 </div> 704 </div><!-- .entry-content --> 705 706</article><!-- #post-## --> 707 708 </main><!-- .site-main --> 709 710</div><!-- .content-area --> 711 712 713 </div><!-- .site-content --> 714 715 716 <footer id="colophon" class="site-footer" role="contentinfo"> 717 718 719 <div class="footer-menus"><li id="black-studio-tinymce-6" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">The Perspective Group</h2> 720<div class="textwidget"><p>1421 Research Park Drive<br /> 721Suite 3A<br /> 722Lawrence, KS 66049</p> 723<p>Office: <a href="tel:785-749-1881">(785) 749-1881</a></p> 724<p>Fax: (785) 749-1100</p> 725<p><a href="mailto:[email protected]">[email protected]</a></p> 726</div></li> 727<li id="black-studio-tinymce-3" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">Client Center</h2> 728<div class="textwidget"><ul> 729<li><a href="https://accountview.lpl.com/web/login" target="_blank" rel="noopener">Account View</a></li> 730<li><a href="https://theperspectivegroup.sharefile.com/filedrop/dx2c6c68-e102-496b-b9c5-965e4a91b6d6" target="_blank" rel="noopener">Secure Upload</a></li> 731<li><a href="https://theperspectivegroup.com/wp-content/uploads/2024/06/part-3-relationship-summary.pdf" target="_blank" rel="noopener">Client Relationship Summary</a></li> 732</ul> 733</div></li> 734<li id="black-studio-tinymce-4" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">Quick Links</h2> 735<div class="textwidget"><ul> 736<li><a href="https://theperspectivegroup.com/">Home</a></li> 737<li><a href="https://theperspectivegroup.com/about-us/">Team</a></li> 738<li><a href="https://theperspectivegroup.com/what-we-do/">Services</a></li> 739<li><a href="https://theperspectivegroup.com/our-approach/">About</a></li> 740<li><a href="https://theperspectivegroup.com/clients/">Joining</a></li> 741<li><a href="https://theperspectivegroup.com/blog/">Blog</a></li> 742<li><a href="https://theperspectivegroup.com/connect/">Connect</a></li> 743</ul> 744</div></li> 745<li id="custom_html-2" class="widget_text widget widget_custom_html"><div class="textwidget custom-html-widget"><a href="https://www.facebook.com/pages/The-Perspective-Group/282762405233244?ref=hl" target="_blank"><img src="/wp-content/themes/tpg/images/facebook.svg" alt="" /></a> 746<a href="https://twitter.com/PerspectiveRIA" target="_blank" rel="noopener"><img src="/wp-content/themes/tpg/images/x-twitter.svg" alt="" /></a> 747<a href="https://www.linkedin.com/in/theperspectivegroup" target="_blank" rel="noopener"><img src="/wp-content/themes/tpg/images/linkedin.svg" alt="" /></a> 748<p style="margin-top: 20px;"><a href="https://theperspectivegroup.com/our-goal/our-firm/"><img class="alignnone size-full wp-image-384" src="https://theperspectivegroup.com/wp-content/uploads/2019/10/certified-b-corp.png" alt="" width="50" height="83" /></a></p></div></li> 749<div class="clearfloat"></div></div> 750 751 752 753 <li id="black-studio-tinymce-2" class="widget widget_black_studio_tinymce"><div class="textwidget"><p>Check the background of your financial professional on FINRA's <a href="https://brokercheck.finra.org/" target="_blank" rel="noopener">BrokerCheck</a>.</p> 754<p>Securities offered through LPL Financial, Member <a href="https://www.finra.org/#/" target="_blank" rel="noopener">FINRA</a> / <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>. Advisory services offered through The Perspective Group, LLC, a registered investment advisor and separate entity from LPL Financial.</p> 755<p>The Perspective Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or The Perspective Group related services.</p> 756<p>The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MN, MO, MS, NC, NE, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI.</p> 757</div></li> 758 759 760 <div class="site-info">
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768<script src="https://theperspectivegroup.com/wp-content/themes/tpg/js/bootstrap.min.js"></script>
768 769
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