The Planning Perspective Difference
As the public becomes increasingly more focused on the importance of
their financial well-being, many are seeking partners who understand the
complexities of financial planning. This process involves the management
of a clients’ entire financial picture, versus just the investment portfolio
concerns offered by traditional brokerage firms. In a world where time is a
precious commodity, individuals demand a platform that embodies their
needs, addresses their time constraints, and offers advice on finance
management as a whole. At The Planning Perspective, our trained financial
advisors assist in debt counseling, family budgeting and an entire array of
financial matters, in addition to the management of your investments.
Our Committment to You
There is perhaps no more important component to our company’s success,
than the diversity of our clientele. The Planning Perspective believes that
financial well-being should be provided to all families, regardless of race,
ethnicity, culture or creed. Ours is a policy of inclusion, not separation. This
mantra covers account size, as well. At The Planning Perspective, the
amount of your account does not equate to the level of your service. We
work very hard to ensure that every client is treated as if they were our
largest client.
Outstanding Customer Service
At The Planning Perspective, you can be sure that the high brow treatment,
which has become synonymous within the financial services industry today,
will never accompany you as you visit our offices. We take pride in
providing our clients the service that they deserve, without the intimidation
that they’d expect. Our financial advisors view the working relationship with
our clients as a partnership, with both parties striving for the same goal.
This teamwork approach is appreciated by our clients, and is another facet
which distinguishes us from the competition.
About Us
The Planning Perspective’s
compensation structure is, and
always has been fee-based, and we
never charge commissions for our
services. This payment method
ensures that our clients’ interests are
always placed first, and that only
financial advisors focused on
performance are employed by our
firm.
Our goal is to successfully provide the
advice, service, and professionalism
necessary, to ensure every client an
experience conducive to a lifelong
relationship.
Retirement Planning
Investment Advisory
Budgetary Consultations
Stepping Stones
How To Invest
About
The Planning Perspective | 27 N. Wacker Dr. Suite 253 | Chicago, Illinois | 60606 | Tel: 331.201.8990
“Strategies for Financial Success”
The Planning Perspective. Copyright 2001-2020. All rights reserved.
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