1440 East Missouri Avenue Suite 250 Phoenix, AZ 85014

Home
Who We Are
What We Do
How and Why It Works
A Broader Perspective
- Book Recommendations
- Newsletter Sign-Up
Join Our Team

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (602) 281-4357

1440 East Missouri Avenue

Suite 250

Phoenix, AZ 85014

info@moneyaz.com

Quick Links

All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

AdvisoryHQ Named Perspective Financial Services a Top Advisor

Perspective Financial Services was named in the ranking of the 2020-2021 AdvisoryHQ 12 Best Financial Advisors in Phoenix & Scottsdale, Arizona. AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top-ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process. Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location). Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed assets, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more. Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria take into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer before the final selection process occurs. Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top-rated publications, which are then published to the general public. Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

No fee was paid by Perspective Financial Services or Thrivent to AdvisoryHQ in exchange for inclusion in the ranking award. There are no other material relationships between Thrivent including Perspective Financial Services and AdvisoryHQ.

The ranking award is not related to the quality of investment advice and based solely on the disclosed criteria. Please note that this is not an indication of any client’s experience or an indication of Thrivent’s future performance.

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's BrokerCheck for more information about our Advisory Persons.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please read important disclosures here.

Perspective Financial Services, Thrivent, and FMG Suite are not affiliated companies.