1. 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.
2. 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 canspendmoretimeonyourself, family, and friends.
Regardless of your future plans, we offer you more freedom with less work.
3. 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
Find out more about succession planning with 360:
The Client-Focused Succession Experience
$100M Case Study with 85% of All Accounts Complete in 30 Days
How 360’s Team Supports Your Retirement and Succession
The 10% Growth Formula and How We Help You Leverage Your Assets
$1 Billion in Technology to Save You Time and Prevent Succession Headaches
Protect Your Clients, Team and Family while Making Time for Your Retirement