360 Financial is a wealth management firm that helps families, business owners, and professionals move toward financial independence. We work with clients locally and across the US. helping them with retirement planning, financial planning, wealth management, and estate planning
360 Financial’s purpose is to enrich your life by leading and navigating you through impactful financial events — such as changing jobs, retiring, or a recession. We help simplify your financial planning process and cushion the effects of impactful financial events.
Our LifeWealth plan helps you reach your goals by focusing on what you can control as you pursue your financial independence. The LifeWealth planning process revolves around you and what matters to you the most. We look at four areas of your life to build a plan that individualized to your unique goals; Family, Occupation, Recreation, and Money (F.O.R.M). Once your plan is created, we set the plan in motion, monitor it, and meet regularly to review and realign.
- Retirement Planning- Most of us look forward to retirement. Do you have a plan that will work?
- Investment Planning- We help make sure that your portfolio is built to accomplish your goals.
- Protection Planning- Our goal is to minimize the risk of financial losses associated with an unexpected death or injury.
- Estate Planning- We help you be sure that steps are taken to manage your propery in life and death.
- Tax Planning- We will develop tax plans that consider the impact of taxes on your income.