Perspective 6 Group is excited to announce the launch of its tailored retirement planning service for MedTech professionals. This service is designed to help medical device representatives, executives, managers, entrepreneurs, and founders transform their stock compensation into financial freedom.
“By working with MedTech professionals to make informed decisions about their equity compensation and reduce taxes, we help give our clients the confidence to pursue their dreams,” said Matt Nelson, CFP®, AIF®, ECA, Managing Partner and Senior Financial Advisor. Based in Minneapolis-St. Paul, Perspective 6 Group has successfully guided hundreds of clients through the complexities of risk management, liquidity challenges, income variability, and tax planning. The firm’s team-based model helps create a collaborative approach, providing diverse insights rather than relying on a single advisor’s perspective.
The team members at Perspective 6 Group hold respected industry designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications. These qualifications help team members address the unique needs of MedTech professionals and provide comprehensive strategies. “Decisions about stock compensation—timing, taxes, and whether to sell or hold—can feel overwhelming,” Nelson said. “We help MedTech professionals create a plan so they can stop second-guessing their choices and move forward with confidence.”
Services include stock options and restricted stock planning, employee benefits planning, investment management, retirement income planning, tax planning, and risk management. MedTech professionals can visit our website to learn more or schedule a meeting to start building their retirement plan.
Investment advisory services, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth.
At Perspective 6 Group, we help MedTech professionals navigate the complexities of stock compensation and tax reduction to build a work-optional future. Through comprehensive retirement planning and a collaborative team-based approach, we help MedTech professionals transform their hard work into financial freedom to pursue new ventures, spend quality time with family and retire on their terms. For more information, visit our website at www.perspective6group.com.