Jacob LaRue
Minneapolis, MN
“I’m passionate about providing an all-encompassing approach to financial planning for my clients. Once their unique plan is established, I’m able to help them achieve their personal and financial goals.”
Jacob believes that putting together an effective financial plan requires looking at a client’s situation from all perspectives.
Jacob’s expertise spans equity compensation, retirement income planning, and investment management.
Jacob and his team serve clients approaching retirement and retired, primarily in the MedTech industry.
As a Bachelor of Science in Financial Planning at Western Kentucky University, I became passionate about financial literacy and how I could help others manage their finances more efficiently. Fueled by my desire to help others through comprehensive financial planning, I joined Perspective 6 Wealth Advisors as a Financial Advisor in 2016. Since then, I’ve been dedicated to helping families and individuals pursue their personal and financial goals.
My team and I take a holistic approach to financial planning. This all-encompassing approach to financial planning aims to ensure that all areas of your financial life are optimized.
Our team works closely with clients, such as executives, directors, and employees, who receive equity compensation as part of their benefit package. We serve many clients in the MedTech industry, some of whom are still working and others who are retired. We also help clients who are entrepreneurial, whether they are consultants or small business owners.
I love that every client is different. As people, we all have different goals in life. I love helping each client create their specific path to achieving their goals.
Our team has expertise in several areas, including equity compensation, tax planning, retirement planning, and investment management. I have specific focus areas that include financial planning across:
Employee Benefits
Retirement Income Planning
Social Security Analysis
Pension Analysis
Retirement Distribution Analysis
Savvy allows our team to be more efficient and focus on what really matters to our clients.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Our team helps clients implement strategies in several areas. We help clients evaluate exercising their stock options and the resulting tax ramifications. We also analyze taxes on a year-to-year basis to ensure appropriate strategies are in place long-term. We also incorporate charitable giving and estate tax into the financial plan. We additionally discuss spending from appropriate accounts during retirement years. Finally, we attempt to capture meaningful returns while minimizing portfolio risk for our clients.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
