In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals.

You’ll hear: 

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• Reflections on client achievements, including 256 review meetings, onboarding 11 new clients, and impactful case studies
  
• Effective tax strategies, such as reviewing 143 returns and executing $1.3 million in Roth IRA conversions to secure long-term benefits
  
• Estate planning triumphs, including designing strategies to shield millions from taxation for generational wealth
  
• Portfolio performance and market strategies, leading to strong returns and reduced internal fees for clients
  
• Team growth, innovation, and the use of technology to improve client experiences and streamline operations
  
• And more!
  

Connect with Matt Nelson:    

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• LinkedIn   
  
• Instagram       
  
• YouTube       
  

Connect with Jacob LaRue:

• 
  
• LinkedIn
  

Connect with Perspective 6 Group:       

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• Perspective 6 Group
  
• LinkedIn    
  

Connect with Matthew Finley: 

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• LinkedIn