FINANCIAL PLANNING AND WEALTH MANAGEMENT IN MINNESOTA
360 Financial is a boutique wealth management firm that helps successful families, business owners, and top-of-their-field professionals move toward financial independence.
Based out of Minnesota, we work with clients locally and across the US. Whether you live in Minneapolis or Miami, we can help you with your retirement planning, financial planning, wealth management, and estate planning. We apply our proprietary Life Wealth Process to consider all the pieces of your financial puzzle and create a plan focused on your goals.
At 360 Financial, part of our philosophy is to treat our clients like family. Your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan meets your needs.
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, your financial advisory team will be there to guide you.
Schedule a 15-minute Call
If you want to work with a financial planning team that cares about your happiness and future, please schedule a call with one of 360 Financial’s planners. You can schedule a 15-minute introductory call to ask questions and find out how we can help you.
Schedule a 15-Minute Call
OUR FOUNDER: MIKE ROGERS
Mike Rogers, President, and founder of Wayzata-based 360 Financial, is a fiduciary, financial advisor, innovator, and entrepreneur who cares about enriching lives and leaving a positive legacy.
Mike has modernized the 360 Financial client experience by listening and serving clients and employees with empathy, integrity, and honesty. This robust, client-centric approach allows the firm to help clients decipher “What’s important to you?”
Mike is an entrepreneur and with his experience, can support business owners, as he understands the entrepreneurial spirit. He expects himself and others to work hard to help others and always give back to the community.
360 Financial has been recognized as Inc. Magazine’s Best Workplaces 2022 Award. Mike has served six years on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee for many of those years.
Mike lives in Minneapolis with his wife Anne, the “littles” Cole, Ethan, and Brooke, and the occasional “bigs” Zachary, Morgan, and Taylor.
Side note: In 2018, Mike bought The Lake Minnetonka Triathlon to support his love for giving back to local charities (and it forces him to stay in half-way decent shape).
Download Your FREE Copy of Our Minnesota Estate Planning Checklist
SPEAK WITH A FINANCIAL ADVISOR
How does it work?
If you are looking for a financial advisor or wealth management team, please schedule a 15-minute introductory call to find out how we can help you. During this introductory call, you can ask questions and learn more about how we work and whether meeting a financial advisor is the right next step for you.
You deserve the calm and security of having an up-to-date financial plan based on your life and financial goals. If you’re not confident about your retirement plan or estate plan, we recommend scheduling a call with one of 360’s experts.
Step 1: Schedule a 15-minute call.
Step 2: Meet with a financial advisor.
Step 3: Go through the Life Wealth Process.
Step 4: We create a financial plan based on your goals.
Take the first step, and schedule a 15-minute call to see if we can help.
RECENT POSTS
As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.
In the upcoming webinar, Mike Rogers, Joe Rapacki CPA, and the 360 team review the key things to consider when determining a retirement move from Minnesota to another State. Key factors to consider and will be covered in the webinar are tax policies (state income tax and exemptions for retirement income), the cost of living, healthcare availability, climate preferences, recreational opportunities, senior-friendly communities, Social Security benefits, estate planning, long-term care options, housing choices, and the impact on social and family ties.
We are collecting for Toys for Tots!