Enhancing Wealth and Tax Strategies: 360 Financial and Rapacki + Co. Join Forces

Enhancing Wealth and Tax Strategies: 360 Financial and Rapacki + Co. Join Forces

October 10, 2023

Two industry leaders, 360 Financial and Rapacki + Co., have forged a powerful partnership as of September 28, 2023. This collaboration is set to transform wealth planning and tax strategies for individuals.

Key Highlights:

1. Streamlined Collaboration: Clients will enjoy seamless communication between the firms, simplifying processes and keeping clients informed.
2. Experienced Team: A joint team of experts will devise optimal wealth planning strategies and maximize tax benefits.
3. Tax Expertise: Skilled CPAs will ensure clients pay only what’s legally required while identifying additional tax-saving opportunities.
4. Wealth Management: Knowledgeable professionals will guide clients in making informed investment decisions to grow their wealth efficiently.
5. Personalized Plans: Tailored plans will maximize gains in a tax-efficient manner, recognizing clients’ hard work.

This partnership promises a revolutionary approach to wealth and tax management, offering clients convenience, expertise, and personalized solutions to achieve their financial goals.

For more information, visit:

• 360 Financial Website
• Rapacki + Co. Website
• PRESS RELEASE – 360 Financial Rapacki Co

The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.