2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights

In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals.
You’ll hear:
Reflections on client achievements, including 256 review meetings, onboarding 11 new clients, and impactful case studies
Effective tax strategies, such as reviewing 143 returns and executing $1.3 million in Roth IRA conversions to secure long-term benefits
Estate planning triumphs, including designing strategies to shield millions from taxation for generational wealth
Portfolio performance and market strategies, leading to strong returns and reduced internal fees for clients
Team growth, innovation, and the use of technology to improve client experiences and streamline operations
And more!
Connect with Matt Nelson:
LinkedIn: / matthewdnelson
Instagram: / medtechwealthadvisor
Email: [e-mail]
Connect with Jacob LaRue:
LinkedIn: / jacob-larue-cfp%c2%ae-...
Connect with Perspective 6 Group:     
Perspective 6 Group: perspective6gr...
LinkedIn:  / perspective-6-group
Connect with Matthew Finley:
LinkedIn / matthew-finley-cfp%c2%...