Your wealth strategy should be as unique as you are.
Who We Are
At 360 Financial, we believe that your wealth strategy should be tailored to your unique vision and values. We are a team of experienced fiduciary financial advisors dedicated to helping successful business owners, professionals, and families across the US achieve their financial goals. With over 30 years of experience and $500 million in assets under management, we are committed to providing top-notch wealth management services to our clients.
Our Services
We offer a comprehensive range of financial services designed to help you achieve your financial goals. Our services include:
- Wealth Management: Our holistic approach to wealth management starts with your LifeWealth Plan, which takes into account your financial goals, values, and lifestyle. We create a personalized investment portfolio tailored to your needs and goals.
- Financial Planning: We believe that a well-crafted financial plan is essential to building a successful future. Our financial planning services include financial planning for business owners, professionals, and families.
- Estate Planning: We guide you through the estate planning process, ensuring that your estate plan is aligned with your values and goals.
- Business Owners: We specialize in helping small business owners diversify and plan for succession, ensuring that their financial future is protected.
- CPA Services: Our CPA partner, Rapacki, offers accounting and bookkeeping services to help you keep track of your finances.
- Financial Advisory Services: Our team of experts provides financial advisory services to help you make informed financial decisions.
What Sets Us Apart
At 360 Financial, we treat every client like a VIP, providing red-carpet service and a fiduciary environment. Our team of experts works closely with each client to understand their unique needs and goals. We believe that a good wealth management team should work in your best interest, always putting your needs first.
How We Work
Our process is designed to be seamless and hassle-free. Here's how we work:
1. Schedule a 15-minute call: We invite you to schedule a call with one of our financial advisors to discuss your goals and ambitions.
2. Create a financial plan: Based on your goals and values, we create a personalized financial plan and investment portfolio tailored to your needs.
3. Execute the plan: We execute the plan and continuously monitor it to ensure it remains aligned with your goals and values.
Benefits of Working with Us
By choosing 360 Financial, you can:
- Cultivate and preserve multi-generational wealth: We help you create a financial plan that seeks to protect your assets and ensure a positive legacy.
- Stop worrying about the markets: With our experienced fiduciary financial advisors, you can relax knowing that your investments are managed wisely and aligned with your values.
- Achieve a work-optional lifestyle: We help you create a financial plan that enables you to enjoy a relaxing retirement, free from financial worries.
Get Started
If you're ready to take control of your financial future and create a lasting legacy, schedule a call with one of our financial advisors today. We look forward to working with you to achieve your financial goals.
Positive Experiences with the Service
Reviews highlight the professionalism and helpfulness of the service provider. Clients appreciate the personalized advice and guidance received, describing the service as "very professional".
Long-term Relationships Built on Trust
One reviewer, Patricia J. Bell, has been a client for over 20 years, praising the service provider's ability to be a reliable and trustworthy friend during that time. The presence of a strong support staff is also noted as a valuable asset.
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