Written by Katie Palmer Reviewed by Nick Andresen, CFP®, Director of Wealth Management at 360 Financial When you start to get serious about pursuing financial independence, you’ll probably begin to wonder about the difference between “financial planning” vs. “financial advisor.” Similar terms can cause confusion, but we’re here to help you understand these terms and […]
Written by Katie Palmer Reviewed by Nick Andresen, CFP®, Director of Wealth Management at 360 Financial Wealth management advisors help you follow your dreams—whether that be retirement, a college fund for your child, or traveling the world. If you want to pursue your dreams, you’re probably wondering how to find a wealth management advisor. We’ll […]
Written by Katie Palmer Reviewed by Nick Andresen, CFP®, Director of Wealth Management at 360 Financial In a time where financial instability is a huge concern, you may be wondering, “How does wealth management work?” This is a great question. When you start building wealth, the last thing you want to do is put it […]
Want to stay informed? Sign-up for the weekly market commentary RESILIENT CONSUMERS HAVE NOT SAVED RETAIL STOCKS Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. However, […]
October 12, 2022 How do business owners plan for retirement? What is the best way to save for retirement when self-employed? As a sole proprietor, with employees, how do you develop an exit strategy or succession plan for your business? Mike Rogers, President of 360 Financial, will guide you through essential steps you should take […]
September 8, 2022 Fleming Investment Group has merged with 360 Financial! Together, we can all provide a broader range of services than previously managed. We’re excited to announce that as of September 8, 2022, both firms will be operating together. We continue to enrich lives through values-based principles for our clients, employees, and team […]