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

Inc. Magazine’s Best Workplaces 2022 Award
May 17, 2022

360 Financial, Inc. Named to Inc. Magazine’s Annual List of Best Workplaces for 2022 360 Financial Inc. has been named to Inc. magazine’s annual Best Workplaces list. Featured in the May/June 2022 issue, which hits newsstands on May 17 and is prominently featured on Inc.com, the list results from a comprehensive measurement of American companies […]

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MARKET VOLATILITY AND THE IMPORTANCE OF STAYING THE COURSE AT DIFFERENT AGES
May 17, 2022

When you invest in the stock market, you want to see growth, but unfortunately, in most cases, investments do not grow all the time. Inevitably, the market goes up and down, and to safeguard your potential for long-term growth, you need to understand the importance of staying the course through market volatility. However, you also […]

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4 KEY INVESTMENTS YOU SHOULD CONSIDER AS A SMALL-BUSINESS OWNER
May 23, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business success may depend on many incremental investments you make along the way. By including investments […]

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