top of page

Protect Your Life's Work

Succession planning is about building a clear path from your life’s work to what’s next.

Make Sure Your Retirement is On Your Terms

Succession planning is about building a clear path from your life’s work to what’s next. Be proactive in choosing a better way to protect, focus, and align your goals.

Protect Your Work

Protect your clients, team and your family with a simple plan that lets you control the equity you’ve worked so hard to build. Continue growing your business with fewer headaches and more free time. Work with the peace of mind that comes with knowing the people who matter to you will be looked after if something happens to you.

Focus Your Life

Naturally, you want to protect your legacy, enhance your current business and build on the great relationships you’ve forged. But you don’t have to do it all yourself.

The 360 Financial Platform frees you up to pursue your goals on your timeline. Spend more time engaging in client-facing activities and contributing to an investment committee rather than the day-to-day business details.


Or, if your life goals have shifted, you can spend more time on yourself, family, and friends.

Regardless of your future plans, we offer you more freedom with less work.

Align Your Time

Focus your time where it matters the most to you and leave the rest to us.

As a partner of 360 Financial, you’ll have a dedicated team, multiple office locations, and a community of people to keep your business running while you have more flexibility.

We believe in enriching lives, including yours. What is your calling beyond your business?

Let us help you dedicate more time to it.

"We want your clients to be happy about your retirement because they know you took care of them."

-Mike Rogers, AIF®, President and Founder

Learn More about Succession:

Contact us today for a no-obligation consultation.

Are you ready for help with your succession plan?

It’s your life’s work. Let us help you make a customized plan to protect and transition it. 

bottom of page