FINANCIAL PLANNING AND WEALTH MANAGEMENT FOR
SUCCESSFUL PROFESSIONALS AND BUSINESS OWNERS
At 360 Financial, we are here to help you with your big picture planning and wealth management needs.
You’ve worked hard to become successful, and you deserve experienced guidance in seeking to ensure your assets are protected. We’re here to help you pursue your most important financial goals and build a lasting legacy.
Based in Minnesota, with clients across the United States, we specialize in helping successful people manage their big picture financial goals through our wealth management, financial planning, and estate planning services.
WHY DOES WEALTH MANAGEMENT MATTER?
Wealth Management matters because you are managing your wealth to pursue your desired outcome; your life’s goals. Whether that outcome is retirement, sending your child to college, ensuring a surviving spouse is taken care of, or traveling around the world, you will likely need to manage your wealth in a manner that allows you to reach these objectives.
WEALTH MANAGEMENT FACTS
The definition of wealth management varies significantly from company to company and advisor to advisor. Be sure to understand what wealth management means at a particular advisory firm to understand if their services will truly help you manage your wealth.
While a survey by the Investment Funds Institute titled “Value of Advice” states that clients who pay for financial advice had a 1.5X higher probability of sticking with their long-term plan than those who didn’t. The same study also shows that those who pay for financial advice also have confidence in the knowledge their advisor is addressing their financial concerns.
According to a Northwestern Mutual Survey (2019), 92% of respondents said nothing makes them happier or more confident than having their financial house in order. If this sounds like you, then please keep reading.
WEALTH MANAGEMENT MINNESOTA
At 360 Financial, we help people across the United States, including clients in Minneapolis and neighboring towns.
We’re based out of Wayzata, MN. However, we are happy to work with clients via Zoom or phone call. You no longer have to work with the advisor down the street in this digital era; you can choose to work with the team that best understands you and your situation.
FINANCIAL ADVISORS AND WEALTH MANAGERS
SERVING MINNESOTA
Meet the Team
The 360 Financial team includes seven advisors with more than 200 years of combined experience as wealth managers, financial advisors, and planners with CFP®’s (Certified Financial Planner™), MBA, CLTC, and fiduciary investment credentials.
The advisor team specializes in investment and asset management, cash and debt flow planning, college planning, risk management, insurance planning, estate planning, retirement and income planning, business planning, and tax strategies.
WEALTH MANAGEMENT AND FINANCIAL PLANNING SERVICES
At 360 Financial, we aim to take care of every single client like they’re our family. As an independent firm, we aim to provide outstanding service and personalized big picture planning.
Wealth Management and Financial Planning Services Include:
- Meaning-of-life questions on life goals, money, and values alignment
- Comprehensive & long-range wealth management & financial planning
- Education planning & funding (college planning)
- Estate & estate tax planning
- Generational wealth
- Investment advice & management
- Philanthropic planning & charitable giving
- Retirement goals & planning
- Risk management
- Specialist referrals
- Tax planning & strategies
*You are under no obligation to use the services of any of the outside professionals referred, and may choose any qualified professional to provide services. These entities and their services are not affiliated with LPL Financial and 360 Financial.
WHERE TO FIND 360 FINANCIAL IN MINNESOTA
At 360 Financial, we work with clients throughout Minnesota and the USA. While we’re based in Wayzata, just outside of Minneapolis. However, we also love working with business owners and other successful entrepreneurs who may be living a location-free lifestyle or are out of state.
Directions and Map to 360 Financial
IS 360 THE BEST WEALTH MANAGEMENT FIRM IN MINNESOTA?
Well, we like to think so. But you’ll have to be the judge of that. We encourage you to schedule a call below to meet with one of our team members. You’ll be asked questions and get a better feel for what makes 360 different and why we’re about to provide such excellent service to our clients.
Schedule a 15-minute Call
Click here to schedule an introductory call with one of 360 Financial’s advisors.
Find out how we can help you with your financial goals.
THE 36-HOUR SVB COLLAPSE AND HIERARCHY OF BLAME A lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence in the health of the banking system as a result of the sharp rise in interest rates that has led to some things “breaking,” as […]
February 7, 2023 Secure 2.0 Updates: Changes to Know for Retirement As part of the fiscal 2023 spending package, Congress passed SECURE 2.0 to incentivize retirement savings. These changes could create opportunities for your retirement savings strategy. We will do a brief overview highlighting the key changes you need to know about, including tax credits, […]
How to Plan for Retirement as a Self-Employed Person Written by Mike Rogers, Founder and President at 360 Financial Retirement planning for self-employed people may seem very overwhelming. When you have a full-time job, your retirement planning is in the form of a 401(k). But when you’re self-employed, the path is less cut and dry. […]