27 Years of Financial Planning and Wealth Management in Minnesota
At 360 Financial, we are fiduciary financial advisors, financial planners, and CFPs here to help you create your big picture plan.
You’ve worked hard to become successful and take care of your family, and you deserve experienced guidance. Based in Wayzata, with clients in Minneapolis and across Minnesota and the U.S., we specialize in helping successful professionals and small business owners move towards their big picture financial goals.
What are YOUR Financial Goals?
And, is your financial advisor helping you get there?
You deserve to have the best possible guidance when building and protecting your wealth and legacy.
At 360 Financial, your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan and portfolio meets your needs.
Circumstances change.
Life can throw the unexpected at you.
During those times, your financial advisory team will be there to guide you so you stay on track with your goals.
Does this sound like you?
- You’re planning for retirement and want to get all your ducks in a row.
- You want to ensure you leave a positive legacy.
- Preserving generational wealth is important to you.
- You don’t want to overpay your tax, so tax planning is important to you.
- You’re concerned about having income flow in your old age.
- You’re not trying to beat the market. But you do want to sleep well at night.
- You want the guidance of an advisor who works in your best interest at all times.
- Family and community are important to you.
- You work hard and want to take care of what you’ve built.
- If you’re a business owner, succession planning is on your to-do list.
If taking care of your financial future is a priority, please get in touch. When it comes to your wealth management and financial planning, you deserve the best advice and guidance.