Financial Planner and Wealth Advisor - Chaska, MN

Wealth Advisors and Financial Planners in Minnesota

360 Financial is a boutique wealth management and financial advisory firm in Minnesota.

We serve clients in Chaska, 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 Chaska, please get in touch.

Schedule your 15-Minute Call

 

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.

Schedule your 15-Minute Call

360 Financial’s Location in Minnesota

360 Financial is located in Wayzata on Lake Street, just across from Wayzata Bay. We’re a 28-minutes drive from Chaska and serve clients across Minnesota and the country.


Driving Directions from Chaska to Wayzata

To get from Chaska, MN, to 849 Lake Street E, Wayzata, MN, you can follow these general route directions:

  1. Start by heading northeast on MN-41 N / Chaska Blvd.
  2. Continue on MN-41 N as it becomes US-212 E.
  3. Merge onto US-494 E via the ramp to I-494 N.
  4. Take exit 20 for MN-101 S.
  5. Merge onto MN-101 S.
  6. Continue on MN-101 S until you reach Wayzata Blvd.
  7. Turn left onto Wayzata Blvd.
  8. Follow Wayzata Blvd, which will become Lake Street E.
  9. Finally, turn right onto Lake Street E, and you will arrive at 849 Lake Street E, Wayzata, MN.

Please note that road conditions, traffic, and construction may affect the accuracy of these directions, so it’s a good idea to consult a navigation app or GPS device for real-time updates before your trip.

 

360 Financial’s Location in Wayzata, MN

Address: 849 Lake Street E, Wayzata, MN 55391
Wayzata Phone Number: 952-542-8900
Hours: 8 AM to 5 PM, Monday to Friday
Email: [email protected]

 

Areas in Minnesota 360 Financial Serves

360 Financial serves clients in Chaska, Wayzata, Minneapolis, St. Louis Park, Bloomington, Elk River, Woodland, Minnetonka, Hopkins, Deephaven, Medicine Lake, Long Lake, Edina, and many other communities throughout Minnesota. We also serve clients who live in various states across the country.

360 Financial’s Advisory Team

360 Financial was founded by Mike Rogers, a fiduciary, financial advisor, and entrepreneur who cares about enriching lives and leaving a positive legacy. Mike has over 30 years of experience as a financial advisor and has been growing 360 Financial’s team of dedicated financial advisors since 1995.

When you work with 360, you are supported by a dedicated 25-person team of specialists.

LEARN ABOUT 360’s ADVISORS

Mike Rogers

Your happiness is our priority.

Wealth Management and Financial Planning Services in Chaska

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

Schedule your 15-Minute Call

FAQ

It’s important to work with a financial advisor who you trust and who is completely transparent about their fee structure, values, and services. Read more about our services and how we work.

Fees and Costs

360 is a fee-only financial advisory firm. You pay a percentage of assets under management and don’t have to worry about hidden costs or commissions. As fiduciaries we have a legal obligation to provide you with the best possible advice at all times.

 

Qualifications

At 360 Financial we are CFPs and Financial Advisors with years of experience. As fiduciaries we put your interests first, no matter what. We’ve been in business for over 25 years, and are committed to providing you with outstanding service for many more years to come.

Customized Plans and Advice

We don’t do cookie cutter plans that don’t actually meet your needs. When you go through our Life Wealth Process, you’ll know that you have a plan that is tailored to your needs and values. 

Check-Ins and Communication

You’ll meet with your financial advisor annually or quarterly depending on your preferences. If you have an important financial milestone coming up, you may wish to schedule a meeting with your advisor that includes your family. 

Full Service Wealth Management

At 360 Financial we can help you with more than just investment management. Our estate planning, insurance, tax planning, and business team can ensure all your wealth management needs are take care of under one roof. 

Speak with an Advisor

Schedule a Call with a Financial Advisor

If you would like to work with a wealth management and financial planning team that cares about your happiness and future, please schedule a call with one of 360 Financial’s advisors.

You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

We look forward to hearing from you.

SCHEDULE A CALL ⇨

360 FINANCIAL HQ

360 Financial Company Details

Time in Business: Founded in 1995
Assets under management: $550M+
Account minimum: 360 does not currently have an account minimum
Fee Structure: fee based
Team: Dedicated 25-person team of specialists

We strive to help simplify your financial planning process and cushion the effects of impactful financial events.

ABOUT 360 ⇨

BIG PICTURE PLANNING

360 Life Wealth Process

360 Financial’s purpose is to enrich your life by leading you through impactful financial events such as changing jobs, moving, retiring, or a recession.

Our Life Wealth Plan helps you manage your goals by focusing on what you can control as you pursue your financial independence. We look at four areas of your life to build a plan for your unique goals: Family, Occupation, Recreation, and Money.

LIFE-WEALTH PROCESS ⇨

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Are you getting the best possible financial guidance?

Speak with a fiduciary financial advisor today.

Schedule a 15-minute Call