At 360 Financial, we're dedicated to providing our clients with a comprehensive and personalized approach to financial planning.
We pride ourselves on creating long-lasting relationships with our clients and supporting them through every milestone of their journey.
Planning for Your Financial Future
At 360 Financial, we are dedicated to guiding you through the complexities of financial planning with integrity and expertise.
Whether you’re planning for retirement, saving for your children’s education, or focusing on wealth-building, our process offers specific advice to align with your unique circumstances and aspirations.
Get a LifeWealth Plan
Our LifeWealth process is carefully designed to guide you toward realizing your financial goals with clarity, confidence, and efficiency. This is done with the Four Pillars of Wealth in mind: Asset Management, Tax Strategies, Estate Planning, and Risk Management.
Schedule a No-Obligation Call
We’d love to learn about your financial ambitions to determine if we’re the right partner for you. We invite you to schedule a no-obligation 15-minute call to discuss your challenges and goals with a fiduciary financial advisor!
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FIT Meeting
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We begin with an initial consultation to understand your unique financial goals and situation.
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Your advisor will chat with you about your family, occupation, recreation, and money (F.O.R.M.). This helps us craft a plan based on your lifestyle.
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Getting Organized
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Your advisor will gather all necessary financial documents and information.
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Using this data, we develop a customized financial plan that integrates our four key pillars, setting the stage for successful implementation.
Implementation and Setting in Motion
We execute your developed financial plan with precision, initiating the strategies discussed during our consultation.
Our team meticulously implements the aspects of your personalized strategy, guiding you toward your financial goals.
Review and Align
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The process comes full circle with a detailed review and alignment, making sure that the plan remains the absolute best fit for your goals.
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We will continue to fine-tune strategies as necessary, supporting ongoing progress towards your financial success.
How Does It Work?
360’s financial planners aim to provide a comprehensive plan in just five weeks.
Asset Management
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Investments and Active Portfolio Management
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Retirement Planning
Tax Strategies
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Tax Return Analysis
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Small Business Planning for Business Owners
Estate Planning
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Legacy
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Wealth Transfer
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Charitable Giving
Risk Management
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Insurance
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Debit and Cash Flow
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Employee Benefits for Business Owners
About 360 Financial
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.
We are based out of Minnesota and have been serving clients across the US since 1995.
360’s financial planners aim to provide a comprehensive plan in just five weeks.
FIT Meeting:
-
We begin with an initial consultation to understand your unique financial goals and situation.
-
Your advisor will chat with you about your family, occupation, recreation, and money (F.O.R.M.). This helps us craft a plan based on your lifestyle.
Getting Organized:
-
Your advisor will gather all necessary financial documents and information.
-
Using this data, we develop a customized financial plan that integrates our four key pillars, setting the stage for successful implementation.
Implementation and Setting in Motion:
-
We execute your developed financial plan with precision, initiating the strategies discussed during our consultation.
-
Our team meticulously implements the aspects of your personalized strategy, guiding you toward your financial goals.
Review and Align:
-
The process comes full circle with a detailed review and alignment, making sure that the plan remains the absolute best fit for your goals.
-
We will continue to fine-tune strategies as necessary, supporting ongoing progress towards your financial success.
How Does It Work?
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.
360's Advisory Team
Mike Rogers, AIF®
President and Founder
Mike Rogers is the President and founder of 360 Financial. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies.
Brian Bohnsack, AIF®
Senior Vice President
Brian Bohnsack is a financial advisor and the Managing Principal of 360's Elk River Office. Brian has a wide range of experience in financial services, accounting, insurance, and management.
Danielle Cain, CFP®
Associate Wealth Manager
Danielle Cain is a CFP® and holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial.
Michael Urch, CFP®
Senior Wealth Manager
With over 10 years of experience, Michael advises his clients on all areas of wealth management. He graduated magna cum laude from Bethel University with a BA in economics and finance and a minor in mathematics.
Will Grant, CFP® CPWA®
Wealth Manager
As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective.
Dan Mahoney, CFP®
Senior Vice President
Dan has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Mitch Zweber
Senior Wealth Manager
Mitch is a financial professional focusing on portfolio and investment management, retirement planning, estate planning, and goal funding.
Tom Whitnah
Senior Vice President
Tom has been providing financial and advisory services to clients for 32 years. Prior to joining 360, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with his clients’ goals.