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To properly manage wealth requires understanding the complete financial picture. Accumulating, preserving, and passing on wealth encompasses a wide range of interrelated areas. FP was built on and continues to grow through expert understanding of how each piece of the puzzle fits together.

Investments

Be disciplined

Living within your means is important. Saving is key. Time is your greatest asset.

Insurance

The loathed necessity

Know your exposure, plan for the worst, transfer the risk.

Taxes

Work smarter

When faced with less than a desirable certainty, proper planning is vital.

Retirement

Live life

How you play the first half puts you in position to win the second.

Estate Planning

Your legacy

As much what you leave in others as what you leave to others.

Philanthropy

Better future

Putting in and taking out are not complete without giving back.

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Financial Perspectives

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447
  • P 877-553-7780
  • F 877-553-7782
  • E info@fpwealth.com

Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2025 Financial Perspectives. All Rights Reserved.

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