360 Financial's Big Picture Plan helps you move toward financial independence
Advising wealth is serious business, and no one at 360 Financial takes it lightly. Our financial advisors have a minimum 25 years of experience, and are deeply focused on you and your financial goals. As a boutique wealth management firm, we work hard to get to know you and your family so we can better understand what you need now, and in the future. The more we know about what is important to you, the better we are able to tailor a plan that is personalized with your goals in mind.
The first step in the financial advising and wealth planning process is to come in and talk with us. We will listen closely to come up with the plan that pursues your goals. The sooner you meet with us the sooner we can get started. Financial advisors from our firm will be knowledgeable and upfront with you about your current finances, where you want to go, and how best to pursue those goals.
We consider our clients like family, and take the extra time to get to know every client on a deeper level. Circumstances change; life can throw the unexpected at you, and you may find that some of the goals you set for yourself no longer serve your purpose. During those times, we will be there to advise you further and help you make any needed changes.Contact Us
Why 360 Financial?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Earnings season can move markets. What is it and why is it important?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding how a stock works is key to understanding your investments.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.