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Perspective Planning Partners

Meet Perspective Planning Partners

We are an experienced team of five licensed financial professionals and three support associates - and we are dedicated to providing the best service possible. We have a range of expertise that helps us respond to our clients’ needs – including (but not limited to): • Financial planning • Investment advisory services • Retirement income planning • Tax efficient strategies • Risk management • Estate strategies And as Thrivent financial representatives, we strive to provide expertise in balancing financial progress with generosity.