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Estate Planning Financial Advisor in Wayzata, MN
How 360 Financial's fiduciary advisors in Wayzata help Lake Minnetonka-area families coordinate estate plans with investments, retirement, and tax strategies.
5 min read
Tax Planning Financial Advisor in Rogers, MN
Rogers, MN residents and business owners: 360 Financial's CFP and CPA team offers year-round tax planning connected to your full financial picture. Elk River office nearby.
5 min read
Tax Planning Financial Advisor in St. Michael, MN
St. Michael residents and business owners: 360 Financial's CPA and CFP team offers tax planning built around your full financial picture. Elk River office, Twin Cities metro.
4 min read
Estate Planning Financial Advisor in Elk River, MN
How 360 Financial's fiduciary advisors in Elk River help Sherburne County families coordinate estate plans with investments, retirement, and tax strategies.
5 min read
Estate Planning Financial Advisor in Rogers, MN
How 360 Financial's fiduciary advisors near Rogers, MN coordinate estate plans with investments, retirement, and tax strategies for northwest metro families.
4 min read
Tax Planning Financial Advisor in Minneapolis, MN
Minneapolis residents: 360 Financial's CPA and CFP team integrates tax strategy into your full financial plan. Serving the Twin Cities from offices in Wayzata and Elk River.
4 min read
The Halftime Report: The Pivot Points That Matter | 360 Financial Webinar
360 Financial's Mid-Year Outlook: a live, interactive briefing built to turn market noise into clarity for your financial situation in the second half of 2026.
2 min read
360 Financial Named a Best Place to Work, Three Years Running
We’re proud to share that 360 Financial has been named to the Minneapolis/St. Paul Business Journal 2026 Best Places to Work list, for the third year in a row and the fourth time in our history.
3 min read
How a Financial Advisor Helps With Estate Planning in Minneapolis
A financial advisor helps with estate planning by coordinating your investment accounts, retirement plans, insurance policies, and tax strategies with your estate documents — wills, trusts, powers of attorney, and beneficiary designations. In Minneapolis and the surrounding Twin Cities area, families working with a fiduciary advisor can benefit from having someone who oversees the full financial picture and connects the components that an estate attorney alone may not address
6 min read
360 Financial Named to Inc. Magazine’s 2026 Best Workplaces List
We have some news we’re proud to share: 360 Financial has been named to Inc. Magazine’s 2026 Best Workplaces list.
Inc.’s Best Workplaces program is a highly respected recognition, and 360 Financial was chosen as one of 543 honorees nationwide—based solely on our team’s feedback.
3 min read
5 Estate Planning Mistakes Minnesota Families Make
Most Minnesota families know they need an estate plan. Yet many of the families we work with at 360 Financial — across Wayzata, Elk River, and the greater Twin Cities — arrive with plans that have not been updated in years, or with gaps they did not know existed. Estate planning mistakes are rarely dramatic. They tend to be quiet oversights that create expensive, stressful problems for the people you care about most. Here are five of the most common ones we see, and how to ad
5 min read
Weekly Market Commentary
Read 360's weekly commentary to find out what's happening in the market.
1 min read
Mike Rogers Named Forbes Best-In-State Wealth Advisor 2026 — Ranked #33 in Minnesota
President and Founder ranked No. 33 in Minnesota, the third consecutive year earning a place on the list.
5 min read
How to Choose a Fiduciary Financial Advisor in Minneapolis: A Clear, Step‑by‑Step Guide for Smart Financial Planning
If you're wondering how to choose a fiduciary financial advisor, the process is straightforward when broken into a few key steps. Start by defining your financial goals, confirm the advisor is held to the fiduciary standard, review credentials such as Certified Financial Planner™ or Registered Investment Advisor, understand their fee structure, and interview multiple advisors to see who best understands your financial needs. These steps help you identify a financial professio
11 min read
Case Study: Tax Planning Considerations for High‑Earning Business Owners in Minnesota Approaching Retirement
360 Financial partners with a married couple in their sixties—high-earning, long-time business owners seeking proactive financial guidance.
3 min read
Case Study: Turning a Career Surprise into a Six-Figure Tax Victory and Early Retirement in Minnesota
Alex* was a highly successful sales professional. Although he was in his early sixties, he enjoyed his work and wasn’t planning to retire yet. However, the situation changed overnight when his company was bought out, and the new owners decided to eliminate Alex's position.
5 min read
Case Study: From “Work Optional” to Fully Retired with Strategic Roth Conversions in Minnesota
Melissa and Mike* had been clients of 360 Financial for several years. They were organized, financially disciplined, and had accumulated substantial assets across retirement, Roth, and taxable investment accounts.
5 min read
Case Study: How Jeff and Lisa Built a Clear Path to Retirement in Minnesota
Your business structure will determine how much tax you’ll owe, how your personal assets are protected, and how you pay your taxes.
5 min read
7 Questions to Ask a Financial Advisor about Retirement
Your business structure will determine how much tax you’ll owe, how your personal assets are protected, and how you pay your taxes.
7 min read
15 Key Sudden Wealth Management Tips for Anyone Managing a Windfall
Sudden wealth management means you thoughtfully integrate a large, unexpected influx of assets (such as an inheritance or a liquidity event) into your overall financial life.
12 min read
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