What are your financial goals?
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.
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Wealth Management Services, Andover, MN
We serve clients in Andover, Minneapolis, Wayzata, Elk River, throughout Minnesota and across USA.
At 360, we help successful families, business owners, and top-of-their-field professionals move toward financial independence.
With over 25 years in business, and some of the top financial advisors, wealth managers, CFPs, and financial planners in Minnesota, we can help ensure you have a financial plan and retirement plan that meets your needs. If you’re looking for a fiduciary financial advisor near Andover, please get in touch.
Our Team of Experts + Your Vision & Values
.jpg)
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.
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.
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.
.jpg)
.jpg)
.jpg)
.jpg)
We specialize in helping business owners and entrepreneurs diversify and plan for succession.
.jpg)
We ensure your money is working hard and invested in line with your business and personal goals.
.jpg)
Keep everything under one roof when you work with our CPA partner, Rapacki.
Financial Advisory Services
360's Big Picture Planning
Here's How It Works
Getting Started
Finding the right fiduciary financial advisor and getting a financial plan that seeks to protect your assets shouldn’t be complicated.
Here’s how the process works:
-
Schedule a 15-minute call with an advisor.
-
Have a 1-hour follow-up call to better assess if we're a good fit.
-
Get started with a 360 advisor.
-
We create your financial plan and a balanced portfolio based on your life vision and goals.
360's Client Testimonials
Proactive Guidance
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.
What truly sets 360 Financial apart is their dedication to providing comprehensive and proactive guidance.
The team at 360 Financial is not only knowledgeable and experienced but also incredibly responsive and accessible.
Tom and Brenda Laska
An Advisor & Partner
We knew what we wanted - we just weren't confident that we had everything lined up to achieve it.
We were looking around for people we trust.
360 was really very thorough in working with us to cover all the aspects of where our areas of concern were.
My wife knows she has an advisor and a partner that if I'm suddenly not here, she would know the financial side of her life would be covered.
Mike Graham
Shared Values
We were looking for a financial advisor who shared our values.
Before working with 360, 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.
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.
We appreciate the job 360 is doing for us.
Chris Strand
These statements are testimonials by clients of the financial professional as of 04/03/2024, 08/20/2024, and 06/04/2024 respectively. These clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
Andover Wealth Management & Financial Planning Services
360 Financial provides comprehensive wealth management, investment management and financial planning services. Our services include the following:
-
Comprehensive and long-range wealth management and financial planning
-
Education planning and funding (college planning)
-
Risk management
-
Specialist referrals
-
Personal tax planning and strategies
-
Business tax planning and strategies
-
Retirement savings and planning
-
Retirement tax planning strategies
-
Implementing retirement plans – 401(k)s, SEP IRAs and SIMPLE IRAs
-
403(b) rollover services
-
Estate and estate tax planning
-
Will and trust planning
-
Legacy planning
-
Generational wealth planning
-
Investment advice and management
-
Philanthropic planning and charitable giving
-
Retirement goals and planning
-
Business Owner Cash Flow Planning
-
Succession Planning
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Financial Planning & Wealth Management in Minnesota and Across the USA
