Fun facts on the economic and health benefits of the blueberry. #happysummer #lifewithPerspective
About us
We focus on your finances, so you can focus on other important things. Perspective Financial Services may utilize third-party websites, including social media websites, blogs, and other interactive content. We consider all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Perspective Financial Services and Thrivent Advisor Network, LLC are not affiliated companies. Read other important information at www.moneyaz.com/disclosure
- Website
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https://moneyaz.com/
External link for Perspective Financial Services
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Phoenix, Arizona
- Type
- Privately Held
- Founded
- 2003
- Specialties
- Financial planning, estate planning, tax saving strategies, Generation X financial planning, helping the sandwich generation, college savings, and retirement planning
Locations
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Primary
Get directions
1440 E Missouri Ave
Suite 250
Phoenix, Arizona 85014, US
Employees at Perspective Financial Services
Updates
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I see a large expense in your future... it's in tuition. 😉 Investing in 529 plans is a tax-advantaged way to help pay educational costs from kindergarten through graduate school. #educationplanning #financialplanning #thevalueofPerspective
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"Regardless of your age or stage of life, it’s important to be able to have the tools required to live a happy and healthy life," wrote Jake McCann in his recommendation of @ShadeZahrai's book. Read the full review here. #lifewithPerspective #bookreview #selfhelp #behappy
For Your Bookshelf
Perspective Financial Services on LinkedIn
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Building wealth over time, Marc Brock explains, “is a marathon, not a sprint.” #investing #financialplanning #lifewithPerspective #thevalueofPerspective https://lnkd.in/gAdDZhmG
How to Build Wealth Over Time
moneyaz.com
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7 tax-deductible upgrades for your home, and other interesting tidbits to celebrate #NationalHomeownershipMonth. #financialplanning #lifewithPerspective
June is National Homeownership Month
Perspective Financial Services on LinkedIn
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Your parents took care of your needs when you were a child. You’re grown now, perhaps with children of your own. You may also be responsible for your parents’ care now, or will be one day in the future. This brief article offers tips to help with planning. #financialplanning #longtermcare #lifewithPerspective #estateplanning
Planning for Your Parents’ Care
Perspective Financial Services on LinkedIn
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What inspires you? Let's talk about creating a plan that takes you there. #lifewithPerspective #thevalueofPerspective #inspiration #financialplanning
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Risk and reward in investing run parallel, just like the rails of a train track. Watch our brief video to learn more. #lifewithPerspective #investinginsights #thevalueofPerspective #investing https://lnkd.in/gKZTQS3n
The Relationship of Investing Risk and Reward
moneyaz.com
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We're hosting this event, and it will be a fundraiser for #SEEDsForAutism. Please read up on the details and help us spread the word. #grateful #givingback #community #lifewithPerspective #autismacceptance #literacy
I'm so excited about this! I've volunteered to coordinate the inaugural Arizona Author Book Festival in Phoenix. Save the date, and please help me spread the word! April 20, 2025 The event will be free to the public, and a fundraiser for SEEDs for Autism. We're actively seeking sponsors and vendors, and the author application period opens August 1, 2024. Check out the website for more detail, and sign up to receive email updates! https://lnkd.in/gnbPQH2A I would love all the support I can get for this festival -- sponsors, vendors, authors, in-kind donations, volunteers, book clubs, readers, writers.... Book nerds, unite! 😊 📚 #bookfestivals #Arizona #freeevents #authortalks #freebooks #readingcommunity #writingcommunity #azauthors #arizonaauthors #freethingstodoinPhoenix #booklovers #bookworms #autismawareness #autismacceptance #literacy #AZAuthorsBookFest2025 #AZAuthorsBookFest #shoplocal
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National Lucky Penny Day is a great time to teach children simple financial planning concepts. Here's how... #lifewithPerspective #financialplanning #moneytips #teachingchildrenmoneymanagement
National Lucky Penny Day is May 23
Perspective Financial Services on LinkedIn