The Perspective Group LLC

The Perspective Group LLC is a financial services firm based in Lawrence, Kansas that offers a comprehensive suite of services for individuals and families. They specialize in investment advice, tax planning and preparation, risk and insurance planning, wealth management, legacy planning, and philanthropic planning. Their approach is built on core values of authenticity, transparency, adaptability, sustainability, and optimism, with a goal of providing clients with a trusted, long-term partnership.

The company emphasizes a team-oriented approach, with a dedicated team of CFP® professionals and CPAs who are committed to helping clients achieve their financial goals. They are also known for their strong commitment to community involvement and sustainable practices, promoting environmental responsibility and giving back to the community. The Perspective Group aims to be a leader in the financial services industry, providing clients with an exceptional experience based on trust, transparency, and a shared commitment to a brighter future.

The Perspective Group offers a flexible work environment, including flexible hours and scheduling. Team members are encouraged to prioritize a healthy work-life balance and are provided with a range of benefits such as paid time off, paid sabbaticals, and childcare assistance. The company's commitment to flexibility extends to its approach to environmental sustainability, with a paper-light office and the use of video conferencing.

The Perspective Group offers a comprehensive benefits package designed to attract and retain top talent. Employees enjoy full participation in firm strategy, shared ownership, competitive compensation, quarterly bonuses for results, 401(k) and health insurance, paid 7-week sabbaticals, paid maternity and paternity time off, paid time for volunteering, childcare assistance, flexible hours and scheduling, and wellness programs including standing desks. Additionally, the company offers charitable-donation matching.

The Perspective Group is a financial services firm dedicated to helping clients achieve financial freedom and pursue their best future. They offer a comprehensive range of services including investment advice, tax planning and preparation, risk and insurance planning, wealth management, legacy planning, and philanthropic planning. Their approach is based on a "buy and monitor" philosophy and they strive to create portfolios that are aligned with their clients' values and goals. They are committed to providing exceptional client service and fostering a positive and rewarding work environment for their team members.

The Perspective Group fosters a collaborative and supportive culture built on a foundation of shared values like authenticity, transparency, and sustainability. They prioritize personal growth and development, encouraging team members to pursue their own financial well-being and professional goals. The company embraces a "we are all in this together" approach, where everyone is valued and encouraged to contribute their unique talents. This is reflected in their commitment to community involvement, environmental responsibility, and creating a fulfilling workplace for all.

The Perspective Group emphasizes a culture of diversity, equity, and inclusion that is deeply embedded in its core values and mission. Their approach focuses on fostering a welcoming and inclusive environment for all team members, regardless of background or identity. They believe in promoting opportunities for growth and development, ensuring fair and equitable treatment, and actively seeking diverse perspectives to enrich their work and community engagement.