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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Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The federal government requires deceased individuals to file a final income tax return.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A quick look at how federal income taxes work.
What can be learned from the savings rate?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?