Company description
At 360 Financial, our investment process begins by gaining an understanding of your needs, attitudes, and aspirations. We emphasize the need for a process to ensure we are not missing anything that might be important. We believe in prudence and patience.
Partner with an Experienced Professional: No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
* Accumulation: how to target asset growth
* Risk management: how to help preserve your assets
* Tax Planning: how to help 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
The information that our initial evaluation yields becomes the mortar in building your financial program—the better the information you provide, the stronger the bonds holding together our approach. We set up a program that is customized for you and your family.
Create a comprehensive plan: By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
Support your financial goals: Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. Once your program is implemented, we offer you continued guidance through updates on the performance of your investments and invitations to reevaluate your program at regular intervals. We take an institutional fee-based approach to wealth planning. We also encourage you to update us on changes in your life that will influence our decisions.
We will treat you special and professionally. We believe in long-term, mutually beneficial relationships and that you will like working with us.
