Perspective Planning Partners

Financial Services, 5960 Vandervoort Dr, Lincoln, Nebraska, 68516, United States, 1-10 Employees

Phone Number: 40********

Who is PERSPECTIVE PLANNING PARTNERS

Our mission is to help clients acquire a clear perspective of their financial future. Our Perspective and our expertise help you Organize, Prioritize, and Simplify your Financial Planning...

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Headquarters: 5960 Vandervoort Dr, Lincoln, Nebraska, 68516, United States
Date Founded: 2018
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282

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Perspective Planning Partners Org Chart and Mapping

Employees

Tanner Wachal

Associate Advisor

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Frequently Asked Questions Regarding Perspective Planning Partners

Answer: Perspective Planning Partners's headquarters are located at 5960 Vandervoort Dr, Lincoln, Nebraska, 68516, United States

Answer: Our mission is to help clients acquire a clear perspective of their financial future. Our Perspective and our expertise help you Organize, Prioritize, and Simplify your Financial Planning. Our partnership and our processes give you confidence, contentment to give you back time and to help you experience more joy and fulfillment. Our perspective is unique. We standout in our comprehensive coordination of all facets of financial planning. We see many professionals that are competent with one facet of financial planning, but few that excel at coordinating multiple facets into a plan. Too often, we see singular, transactional decisions without considering how that decision affects other facets of their financial planning. We help you build a plan to get you on track and continue to work with you to keep you on track. The process of Financial Planning helps your perspective to help you live your life to the fullest. Perspective Planning Partners may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. 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 a Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.