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Life with Perspective is... inspired.

Perspective Team Video Series

Our videos are brief (ranging from 2 to 10 minutes) and informative. Whether you want to brush up on investing and planning basics, or you just need a motivation boost, our team offers a broader perspective.

Learn how maintaining short-term, mid-term and long-term perspectives helps ensure financial planning success. 

Learn how maintaining short-term, mid-term and long-term perspectives helps ensure financial planning success. 

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At Perspective Financial Services, our financial planning philosophy revolves around six key elements.

At Perspective Financial Services, our financial planning philosophy revolves around six key elements.

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Trying to time the markets is like trying to hit the bullseye every time. #oneminuteofPerspective

Trying to time the markets is like trying to hit the bullseye every time. #oneminuteofPerspective

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Building wealth over time, Marc Brock explains, “is a marathon, not a sprint.”

Building wealth over time, Marc Brock explains, “is a marathon, not a sprint.”

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Mike Larriva shares a family memory and insights on understanding your money mindset.

Mike Larriva shares a family memory and insights on understanding your money mindset.

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Risk and reward in investing run parallel, just like the rails of a train track.

Risk and reward in investing run parallel, just like the rails of a train track.

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Mike McCann explains why financial planning, when done well, can give you the power to say yes. #oneminuteofPerspective

Mike McCann explains why financial planning, when done well, can give you the power to say yes. #oneminuteofPerspective

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Patrick Eng shares two examples of how he works with clients to meet their unique needs.

Patrick Eng shares two examples of how he works with clients to meet their unique needs.

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1st-generation Mexican-American Lupe Camargo shares 3 values for financial planning she learned from her parents.

1st-generation Mexican-American Lupe Camargo shares 3 values for financial planning she learned from her parents.

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Lupe Camarago explains why proactive health care planning is an important part of getting ready for retirement.

Lupe Camarago explains why proactive health care planning is an important part of getting ready for retirement.

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Jim Mailliard offers simple advice to new graduates. #oneminuteofPerspective

Jim Mailliard offers simple advice to new graduates. #oneminuteofPerspective

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Trying to time the markets is like trying to hit the bullseye every time. #oneminuteofPerspective

Trying to time the markets is like trying to hit the bullseye every time. #oneminuteofPerspective

Watch