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?
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How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding how a stock works is key to understanding your investments.
At what point can you call a personal vehicle commercial?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A few strategies that may help you prepare for the cost of higher education.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.