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 client’s 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
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Good employee health can be great for the company’s bottom line.
For some, the social impact of investing is just as important as the return, perhaps more important.
Don’t overlook the need for renter’s insurance if you rent your home.
A letter of instruction provides additional and more personal information regarding your estate.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A look inside the U.S. government's statistics on household net worth.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
It's easy to let investments accumulate like old receipts in a junk drawer.