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

Weekly Market Commentary
 July 5, 2022

START OF A NEW BULL MARKET? Investors cheered the two better-than-expected inflation reports last week, pushing the S&P 500 to 16% above its June 16 low and only 11% below its all-time high. After this rebound, the key question investors are asking is whether this is a bear market rally that will soon fizzle or […]

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Webinar: Midyear Outlook 2022: Navigating Turbulence
 August 1, 2022

July 27, 2022 Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very […]

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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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