As an independent financial advisory firm founded in 1995, 360 Financial is adamant in our goal to provide unbiased strategies that address your specific situation. Whether you are an individual in need of a customized wealth management strategy, or a retirement plan trustee in need of ERISA-based fiduciary guidance, we will help you look at "the big picture" to target your unique goals.
Our objective is to provide superior wealth management and pension services by creating a partnership with our clients. Together, we will help you pursue your goals.
Our services: Big Picture Planning -
• Accumulation: how to target asset growth
• Risk management: how to protect your assets
• Taxation: how to minimize your tax burden
• Business planning: how to grow and manage your business
• Retirement planning: how to target distribution of your assets in a tax-advantaged way
• Estate planning: how to preserve your assets
Specialties
Investment securities, Estate and financial planning, Asset management, College education planning, Retirement planning, Wealth Management, ERISA standards, Life and Long Term Care insurance
