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What Is the Role of Forecasting in Financial Planning?
Forecasting plays a pivotal role in financial planning.
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Stop Worrying about the Future
Have More Time for What You Love
Cultivate & Preserve Generational Wealth
Be in command of your
financial future and legacy.
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Stop Worrying about the Markets
Markets go up and down, but your emotions don't have to. When you've got a fiduciary financial advisor and a holistic wealth management team on your side, you can finally relax.
Leave a Positive Legacy
Your wealth management team will help you craft an estate plan that leaves a positive legacy so you can stop worrying about your loved ones' financial future.
Feel Secure about Your Retirement
When you have a financial plan tailored to your needs, you can look forward with optimism knowing everything is covered. Security comes from having a solid plan and taking the right actions.
Your family’s future is too important to leave to chance.
Worrying about retirement or your family’s financial future and security is stressful. But a good wealth management team can take the weight off your shoulders.
How 360 Helps You Preserve Your Wealth & Legacy
Who We Help
At 360 Financial, we help successful business owners, professionals, and families across the US. Our clients come to us to ensure they're prepared for the future.
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Values-Based Investing
Our clients want to preserve their assets and be certain that their investments are managed wisely according to their values.
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Online & In-Person
With 360 Financial, you benefit from top fiduciary financial advisors and a full-service wealth management team no matter where you live. We're based out of Minnesota, with offices in Wayzata and Elk River. While many of our clients live in the Minneapolis area, we help clients across the US with our online advisory services.
360's Services
Big Picture Planning
Our Team of Experts + Your Vision & Values
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30 Years of Experience
We know what it’s like to work hard and make sacrifices to give your family the best. We aim to work as hard as you do to ensure your family's financial future is protected.
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Over 30 years of experience as CFPs and financial advisors
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$500 million in assets under management
Red-Carpet Service in a Fiduciary Environment
What makes 360 Financial unique?
At 360 Financial, we treat every single client like a VIP.
One of our clients recently called this “Red-Carpet Service,” which sums it up perfectly. We believe that you should feel taken care of by your wealth management team.
But that’s not enough.
You should also feel confident that your advisors are always working in your best interest. With 360 Financial you get the ease of great service and the confidence of being guided by a fiduciary.
Here's How It Works
Getting Started
Finding the right fiduciary financial advisor and getting a financial plan that seeks to protect your assets shouldn’t be complicated.
Here’s how the process works:
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Schedule a 15-minute call.
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Have a 1-hour follow-up fit call.
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Get started with a 360 advisor.
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We create your financial plan and a balanced portfolio based on your life vision and goals.
At 360 Financial we know that you want to be the wise protector of your family’s financial future and legacy. But to do that you need to be certain that you and your family will be able to live comfortably no matter what’s going on in the economy. The problem is that markets go up and down, which means sometimes you worry about whether you’ve actually got everything covered. We believe that when you make sacrifices to be successful and take care of your family, you deserve to have a worry-free financial plan and a happy retirement. We understand that your family comes first, which is why we’ve worked for over 30 years to provide the best possible service and advice to our clients and their families. Here’s how we do it: 1 - Learn about your goals, values, and lifestyle. 2 - Create a financial plan and investment portfolio tailored to your family’s needs. 3 - Execute and monitor the plan so it’s always up to date. So please schedule a call with a 360 Financial advisor. We want to make sure you can stop worrying about the economy and instead, enjoy building a positive legacy and spending time with those you love.
10 Ways a Fiduciary Financial Advisor Can Help You Cultivate & Preserve Multi-Generational Wealth
When you work hard and make sacrifices, you deserve the best possible guidance. Discover the ten things you should do to preserve multi-generational wealth and how a fiduciary financial advisor can help.
360's Financial Planning Resources
How to Get Smart with Your Finances
Financial Advisors Minnesota
Fiduciary Financial Advisors in MN & Beyond
360 Financial is headquartered in Wayzata, Minnesota with additional offices in Elk River.
We work with clients across Minnesota and 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 LifeWealth Process to consider all the pieces of your financial puzzle and create a plan focused on your goals.
Regular non-fiduciary financial advisors are required to give you "suitable" recommendations.
But suitable advice isn't always the best advice.
Speak with a fiduciary to find out what the best possible options are for your family's financial vision.
Many advisors at big banks and firms are not fiduciaries.
But does this really matter?
Is your advisor a fiduciary?
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Schedule a 15-minute call with a 360 Financial advisor to find out if we're the right fit, how we can help you, and how the process works.
Speak with a Fiduciary Financial Advisor
Get the best financial guidance for your exact situation and goals.
No more cookie-cutter solutions or high-cost products.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of Wayzata-based 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
Brian Bohnsack, AIF®
Senior Vice President
Brian Bohnsack is a financial advisor and the Managing Principal of 360's Elk River Office. Brian has a wide range of experience in financial services, accounting, insurance, and management.
Dan Mahoney, CFP®
Senior Vice President
Dan has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Jeff Thompson
Senior Vice President
Jeff brings 22 years of financial planning experience to his clients, specializing in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience, Michael advises his clients on all areas of wealth management. He graduated magna cum laude from Bethel University with a BA in economics and finance and a minor in mathematics.
Tom Whitnah
Senior Vice President
Tom has been providing financial and advisory services to clients for 32 years. Prior to joining 360, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with his clients’ goals.
Will Grant, CFP® CPWA®
Wealth Manager
As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective.
Ryan Trebil, CFA®
Senior Wealth Manager
With over 20 years experience, Ryan is a Chartered Financial Analyst® specializing in investment management strategies designed to build generational wealth for high-net-worth families.
360's Client Testimonials
I want to thank you so much for getting back to me on my questions, etc. all these months! You have been someone I could always count on to steer me in the right direction!
Judy S.
This is an outstanding financial advisory group with great customer service. My parents used them for years. Their support at the times of the deaths was compassionate and invaluable.
Nancy N.
Thanks again for always being so nice and so helpful. Who says customer service is dead? Not at 360 Financial!
Kathleen L.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible.
Whether it's planning for retirement, saving for our children's education, or building a robust investment portfolio, 360 Financial has been by our side every step of the way, offering guidance that is both strategic and forward-thinking.
In an industry where trust is paramount, 360 Financial has consistently demonstrated integrity, transparency, and a genuine commitment to their clients' success.
We wholeheartedly recommend them to anyone seeking not just a financial advisor, but a trusted partner on their journey towards financial prosperity.
Tom and Brenda Laska
Owners at Interior Care & Construction, Minnesota
My husband and I have been a client of 360 Financial for an impressive 20+ years.
Throughout this time, they have consistently exceeded our expectations in every aspect of financial planning and advisory services.
From the moment we first engaged with their team, we were struck by their professionalism, expertise, and unwavering commitment to our financial well-being.
They took the time to thoroughly understand our goals, concerns, and aspirations, crafting a personalized financial strategy that aligned perfectly with our needs.
What truly sets 360 Financial apart is their dedication to providing comprehensive and proactive guidance.
Client Testimonial
This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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