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.
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.
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.