Network·Venture Capital

The Perspective Group

Unclaimed

📍 LAWRENCE, KS

Venture Capitalfinancial services
www.theperspectivegroup.com

SEC CRD #801-119555

About

The Perspective Group - Financial Services Firm in Lawrence, KS Skip to content Homepage Go with perspective SM Our Mission To be your trusted partner Get to know our team To provide you with valuable perspective Find Out What We Do To be here for you Learn About Our Values Our Story We created The Perspective Group to provide the services, and to offer the experience, we wanted but, didn t find in the marketplace. Our talented professionals work together as a team with one focus your experience. Watch the Video What We Do We help you pursue your goals, and we do that by pairing you with a CERTIFIED FINANCIAL PLANNER® professional. He or she can help you navigate complicated challenges, from investment advice to tax planning and preparation. Watch the Video What We Offer Trusted partnership Valuable perspective Navigating real-life situations and choices Creative financial planning Independent thinking Purpose-built portfolios SM Integration with your portfolio and tax situation Stress testing, risk assessments, and proactive mitigation of risks Connecting the dots with attorneys, CPAs, insurance agents and other pros Being here for you LPL Financial does not provide tax advice or services. When we count our blessings, you folks are at the top. You extensively enhance our quality of life; and we are forever grateful. - Ann T., Pittsboro, North Carolina Contact Us Call us at 785-749-1881 or email info@ThePerspectiveGroup.com . Or fill out our form below and we’ll reply as soon

Key Contact

SC

STEVE C. LANE

CHIEF COMPLIANCE OFFICER

📞 (785) 749-1881

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AUM

$225M

Location

LAWRENCE, KS

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