Matthew D. Nelson, CFP^®

AIF^®, ECA

Senior Financial Advisor

Focus Financial Network

1000 Shelard Pkwy, Ste 250
Minneapolis, MN 55426

FINANCIAL ADVISOR'S WEBSITE

www.Perspective6Group.com

(952) 225-0333 CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

To meet consulting work minimum, we work for clients with $1 million or larger investment portfolio. Flexibility available in circumstances involving stock compensation, business sale, or pending retirement.

Minimums

HOUSEHOLD INCOME MINIMUM

$400,000

Investable Asset Minimum

$1,000,000

My Links

Perspective6Group

General

Matthew Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Focus Financial Network in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation with more than $6 billion in total client assets under management. We help professionals: -Take full advantage of their company’s equity compensation and benefits plans -Know their finances are in order so they can focus on making an impact in their careers -Convert their retirement investments into income while keeping tax burden low -Receive more personalized attention than with corporate advisory firms Focus Areas: 1) Retirement Income Planning for Executives and Upper Management with an emphasis at 3M, Abbott, Boston Sci, Emerson, GE Health, Medtronic, and United Health Group. 2) Business owners transitioning from ownership to retirement. 3) Self-employed professionals without corporate benefit plans or business equity to store wealth for retirement.

Financial Advisor Experience

Matt is the Founder and Managing Partner of Perspective 6 Group, and is an Executive Officer of Focus Financial Network, Inc., one of the largest independent firms in Minnesota and the nation. Matt got his start in the financial industry just two years before the 2000-2002 tech crash. Later, Matt managed investment assets and financial planning services at Wings Financial Federal Credit Union. In 2006, he became an independent financial advisor to better serve his clients. As a Minneapolis local, his focus is helping Medical Technology industry professionals eliminate their financial stress so they can live with peace of mind and plan their financial freedom. Education and Involvement: Bachelor of Science in Business Administration & Information Technology, Certified Financial Planner (CFP®), Accredited Investment Fiduciary® (AIF®), Equity Compensation Associate (ECA), Member of the Financial Planning Association (FPA)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MN
Health/disability insurance: MN
Fixed annuities: MN
Variable annuities: MN

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Click Here for Important Disclosures - https://perspective6group.com/wp-content/uploads/2023/04/2023.09.26-P6-Disclosure-Bundle.pdf

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Career Change, Estate Planning, Investment Management, Irregular Income, Job Loss, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances