top of page

Home
Financial Services
Who We Help
How It Works
About 360
Money Guides
Blog
Contact

Call: (952) 542-8900

Call: (952) 542-8900

Smart Wealth Blog

By 360 Financial

Speak with a Fiduciary Advisor

All Posts
For Business Owners
Financial Planning
Estate Planning
Wealth Management
Retirement Planning
Financial Advisor Tips
Webinar
News and Updates
Sudden Wealth
Case Study
Tax Planning
For Financial Advisors
Succession

Webinar: Do I Need a Trust or Not?

Webinar: Do I Need a Trust or Not?

Webinar: Do I Need a Trust or Not?

Understanding Trusts and Beyond Watch the first of our Estate Planning Series: "Do I need a trust or not? Understanding Trusts and...

Estate Planning

3 min read

360 Financial Webinars 2024

360 Financial Webinars 2024

360 Financial Webinars 2024

360 Financial Webinars 2024

2 min read

360 Financial Webinars 2023

360 Financial Webinars 2023

360 Financial Webinars 2023

2023 Webinars Retirement Planning for Business Owners Secure 2.0 Updates: Changes to Know for Retirement Getting Long-Term Care Planning...

7 min read

360 Financial Webinars 2022

360 Financial Webinars 2022

360 Financial Webinars 2022

Enjoy the 2022 financial planning and wealth management webinars.

9 min read

Search the Site:

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, FL, HI, IA, IL, IN, MA, MI, MN, MT, ND, NY, NC, ND, PA, SC, TN, TX, UT, WA, WI.

360 Financial’s Client Relationship Summary

©2025 | 360 Financial

Website Design . Sitemap

360 Financial

Big Picture Planning

Speak with an Advisor

360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide fee-only services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.

Services

Financial Advisory Services
Financial Planning Services
Wealth Management Services
Estate Planning Services
CPA Services
Business Financial Planning
Business Wealth Management
Succession 360

360 Financial

Join Team 360 Financial

Become a 360 Advisor

Policy

Client Relationship Summary

Contact

Wayzata Office

849 Lake Street East,

Wayzata, MN 55391

8 AM to 5 PM, M-F

(952) 542-8900

Elk River Office

510 Freeport Avenue, Suite A,

Elk River, MN 55330

8:30 AM to 4:30 PM, M-F

(763) 241-0841

info@360financial.net

Quick Links

Home
Contact
- Schedule a 15-min Call
- Contact Info
Service Areas
Money Guides
360's Process
Frequently Asked Questions
Client Case Studies
About 360 Financial
Meet the Team
Smart Wealth Blog
Client Testimonials

Home
Financial Services
Who We Help
How It Works
About 360
Money Guides
Blog
Contact

bottom of page