360 FINANCIAL’S BIG PICTURE PLAN HELPS YOU MOVE TOWARD FINANCIAL INDEPENDENCE

360 Financial is a locally owned, boutique wealth management firm, primarily for a select group of successful families and top-of-their field professionals. We work hard to get to know you and your family so we can better understand what you need now, and in the future.

Our goal is to take all of the pieces of your financial puzzle and put them in place. We’ve refined and implemented a process centered around you, your goals, and what matters to you. We call this the LifeWealth Process.

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 to your plan.

WHAT WE DO

Retirement Planning

Investment Management

Estate Planning

Tax Strategies

FINANCIAL PLANNING POSTS

3 ESTATE PLANNING TIPS FOR SMALL-BUSINESS OWNERS
March 1, 2022

For business owners, estate planning may seem like another task to do on a long to-do list. Having a solid estate and succession plan in place may be crucial to your business’s long-term success. If you are incapable of making business decisions, or if you unexpectedly pass away without an estate plan, your heirs may […]

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WHAT TO EXPECT ON YOUR 2021 TAX RETURN
March 1, 2022

The federal government’s response to the COVID-19 pandemic continues to impact individual income tax returns, from the suspension of federal student loan interest to expanded child tax credits. For many taxpayers, this may mean your 2021 return may look a bit different from last year’s tax return. For some, this may mean a smaller refund […]

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HOPING THAT 2022 IS WHEN YOU RETIRE EARLY?
February 1, 2022

A pre-retirement checklist to make early (or earlier) retirement a reality As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits (hint: for Social Security income, the youngest age when you […]

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