3500 Depauw Boulevard,
The best view comes after the hardest climb.
Where will your financial journey take you?
Are you ready for an advisor to assist you in your climb to financial independence? Are you in need of assistance with more than just a portfolio? Or perhaps you’re a business looking for efficiency in your retirement plan? Let’s discuss how we can help.
Retirement & Retirement Income Planning
Legacy and Estate Planning
Social Security Analysis
Hourly Financial Planning
Plan Sponsor Services
Plan Expense Analysis
Retirement Plan Risk Review
We assist in providing anchor points along your journey to help you face the unexpected so you can reach your summit. We will walk you through a step-by-step process that will help make you feel confident in your decisions.
Our clients say it best when they talk about how we’ve helped them change their perspective. See below for some of our client feedback and contact us to schedule a conversation.
“I can’t think of a thing I would change about Chris Keen and his team at Perspective Financial Group! I am very grateful for his expertise over the last nine years, but more importantly over the last two years as I have gone through a major life change. He is always quick with an answer to my question and goes out of his way to make sure I understand, and that I am comfortable and confident with his advice for me.”
- Kelley R.
“We do business with you because we trust you and know we can count on you to manage our finances in a professional and ethical manner that reflects our personal values. We know that you will never place profits above our relationship. You did an exceptional job of determining our investment goals and risk tolerance and then developed a sound investment strategy to meet our long term goals with our best interests in mind. You have regularly provided us updates on our investments that are thorough and clearly explained in a manner that is easy for us to understand. You explain each or our investments in depth and what your strategy is for us. We have been extremely satisfied with your service and regular communication to us. We would highly recommend your services to others.”
- Rodney A.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Curated articles, videos, and more for a financially savvier you.
Shawnda Sparks, CRPC® CPFA®
Client Relations Manager