​Perspective Planning Partners is a Lincoln, Nebraska-based financial advisory firm committed to delivering personalized, tax-aware financial planning services that evolve with clients through every life stage. With a fiduciary duty to act in clients’ best interests, the firm offers both comprehensive and a la carte services tailored to individual needs. These services include retirement planning, estate and legacy planning, insurance analysis, and investment portfolio reviews. Their advisors also provide specialized guidance on Social Security strategies, Roth conversions, pension maximization, and navigating life-changing events such as marriage, divorce, or the birth of a child. Perspective Planning Partners emphasizes education and empowerment, helping clients make informed decisions that align with their long-term goals. Through a structured, five-step planning process, they assess current financial positions, develop actionable strategies, implement tailored plans, and provide ongoing monitoring and adjustments to ensure continued alignment with clients’ evolving aspirations.