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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When Heirs are Imperfect
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The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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For homeowners who think their property taxes are too high, there are ways to appeal.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
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A presentation about managing money: using it, saving it, and even getting credit.
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There are some smart strategies that may help you pursue your investment objectives
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You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
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