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ESTATE PLANNING CHECKLIST
Completing your estate planning can feel daunting, but it doesn’t have to be so hard.
Below are 8 critical categories to include when you’re planning. Review each of these once a year to make sure they’re up to date.
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The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.
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As a business owner, you've worked hard to build something meaningful — something that supports your family, your employees, and your legacy.
Investment Management for Business Owners: Benefits & Costs
An investment advisor is a strategic partner who aims to help you manage risk, grow wealth, and align your finances with your broader goals.
Is It Worth Paying for a Financial Advisor in 2025?
Should you pay to work with a financial advisor? Is a financial advisor worth it...? We'll talk about that and more in today's blog.
Home
Financial Services
Financial Advisory Services
Financial Planning Services
Wealth Management Services
Estate Planning Services
Business Wealth Management
Business Financial Planning
Sudden Wealth & Inheritance
CPA Services
Financial Plan in 5 Weeks
Who We Help
Business Owners
Families & Professionals
Advisor Succession
How It Works
360's Process
Client Case Studies
Frequently Asked Questions
About 360
Meet the Team
About 360 Financial
Client Testimonials
Investment Philosophy
Our Community
Partnerships
360's Awards
Money Guides
Retirement Quiz
Retirement Planning Guide
Financial Planning Guide
Wealth Management Guide
Estate Planning Guide
Tax Planning Guide
Do I Need a Financial Advisor Quiz
Get the Market Commentary
Blog
Contact
Schedule a Call
Contact Info
Wayzata
Elk River
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