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Client Testimonial:
“We found out about 360 through our accountant, as we hadn’t had a financial planner of any sort throughout our work lives.
I am definitely not a financial person, nor is my wife; I’m in music and my wife is an artist. I just felt we were at a point where we needed to finally figure out retirement! We made some good decisions along the way, before getting an advisor, but it felt like blind luck. I really didn’t know what I was doing.
The idea of retirement was a foreign concept to me, as I’ve never worked for “retirement”.
I didn’t really know what that life would look like. But I’m finding now that I’ve reached that point, with the help of 360, my wife and I can do a lot of the things that we’d always dreamed of.
I had received an early retirement package, and was concerned about the next step, at this stage of my life.
I spoke to Will, and he assured me that we were in solid shape and really I didn’t need to get back into the work life. That was so refreshing and assuring, knowing that we didn’t have that anxiety hanging over us.
It’s reassuring to know that, if we have a financial question on Monday morning, by that afternoon we have an answer!
The planning and the knowledge that Will, Mike and everyone else at 360 bring to the table has been extremely helpful.
Having that advice has been invaluable and opened a lot of new avenues.
It’s made life that much more enjoyable!”
- Mark Potter
Retired Sony Executive,
Regional Manager
This statement is a testimonial by a client of the financial professional as of 09/10/2024. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.
We needed to finally
figure out retirement!
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Client Testimonial:
“Before coming to 360, I didn’t really know if our savings were going to be enough to comfortably retire and do the things we’d always dreamed of.
We have always wanted to build a new home, and didn’t know if that would ever be possible.
With the help of everyone at 360 Financial, we were able to buy that plot of land and build our dream home! That reality has been amazing!
In addition, we are able to travel like we want, and do the things we worked so hard for, knowing that 360 has our back and will do things in a fiscally responsible manner.
Everyone at 360 has been so friendly and so welcoming from the start.
I always thought that going to a financial planner was going to be stuffy and cold. It’s not like that here.
We are always treated as both friends and family, and have our questions answered in a very reassuring manner.”
- Christie Potter
This statement is a testimonial by a client of the financial professional as of 09/10/2024. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Building Our Dream Home & Being Fiscally Responsible
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Client Testimonial:
Long-term Financial Guidance
“We sleep well through the market's ups and downs knowing Mike’s long-term financial guidance provides investment stability.
Mike supports other aspects of our financial ‘big picture’ such as Life Insurance, Long-term Care, Tax planning, etc. My wife and I are comfortable knowing if something happens to one of us Mike and 360 Financial are there to help with our finances.”
- Jim and Linda Titze
Retired Business Owners, Minnesota
This statement is a testimonial by a client of the financial professional as of 09/06/2024. 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. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Client Testimonial:
Building a Robust Investment Portfolio
“My husband and I have been a client of 360 Financial for an impressive twenty-plus years, and 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.
Over the years, they have not only helped us navigate through various market cycles and economic challenges but have also remained steadfast in adapting our financial plan to accommodate life changes and evolving priorities.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible. Whether we had a question about investment performance, retirement planning or simply needed reassurance during turbulent times, they were always there with timely, insightful advice and support.
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. Here's to another twenty years of unparalleled service and partnership with 360 Financial.”
- Tom and Brenda Laska
Owners at Interior Care & Construction
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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Client Testimonial:
A Few Years Out from Retirement
“We were looking for a financial advisor who shared our values.
That was very important for us because we felt that if someone was sharing our values, our convictions, that would be someone that we could place a lot of trust in.
Before working with you, we really had no idea how about all the different ways that financial planning can be done and the number of different tools that are out there.
When we were younger, the whole concept of financial planning and even thinking about retirement was a long way off. So there wasn't a lot of thought being put into how we were going to retire.
But we’re a few years out from retirement and are starting to plan how we’re going to stay busy and which opportunities we’re going to pursue after we leave the workforce.
The approach we've taken over the years is relying very heavily on the trustworthiness of the people that we've had planning and handling our financial future.”
- Chris Strand
This statement is a testimonial by a client of the financial professional as of 05/24/2024. 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.
