Designing, Implementing and Monitoring Distinctive Financial Solutions since 1976

At Perspective Financial Group, we help our clients, their families and heirs, their businesses and employees plan for, implement and achieve financial goals. We combine our technical expertise, relationships and perspective to guide our clients in a service-oriented manner, and we operate our business within the pillars of business ethics, regulatory compliance, and corporate responsibility. Our philosophy is defined by an approach tailored to each and every client situation, and our objective is to deliver superb client experiences.

Message from Founder & Principal, J.R. Burke:

I started in the financial services industry in 1976, and now, as I enter the 36th year of my career, I feel the most valuable thing we provide for our clients is perspective - which the dictionary defines as the proper or accurate point of view or the ability to see it; objectivity. Hence, our name reflects this core competency.

Furthermore, in the Talmud it says: We do not see things as they are. We see them as we are. Our job is to provide an independent perspective that allows our clients to make sound financial decisions, relative to their own unique objectives and circumstances, and in doing so allow them to see things as they are.

Our integration of investments, insurance, and financial planning continues to differentiate us as financial advisors. We have effectively demonstrated our unique ability to simplify the communication of complicated financial products and sophisticated planning techniques. At Perspective Financial Group we will continue to excel in these areas on behalf of our clients through two core components: People and Resources.