Welcome to 360 Financial Planning Group

A successful investment strategy hinges on our comprehension of you and your objectives. That's why we commence by gaining a deep understanding of your individual circumstances. Subsequently, we assess your assets, evaluate your risk tolerance, consider your time horizon, and analyze your financial goals using our data-driven approach.

Our Core Beliefs

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Empowerment

At 360 Financial Planning Group, our mission is to empower individuals and families to achieve their financial aspirations with confidence and clarity. Guided by a commitment to knowledge, integrity, and personalization, we provide a steadfast partnership that brings value beyond measure.

Financial planning meeting

Knowledge

We believe that financial success begins with a foundation of expert knowledge. Our team of dedicated advisors and partners brings years of experience and a deep understanding of intricate financial landscapes to every client relationship.

Financial advisor

Integrity

Integrity is the heart of our practice. We strive to provide unwavering transparency and exhibit ethical conduct, placing our clients' best interests above all else. Through clear communication and individualized advice, we build relationships grounded in mutual respect and confidence.

Joined hands for teamwork

Collaboration

Our approach is as unique as each individual we serve. We recognize that no two financial journeys are alike, and thus we tailor our financial plans to address the distinct needs and aspirations of every client. By forging a collaborative partnership, we craft comprehensive strategies that encompass every facet of your financial well-being.

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Guidance

With a financial advisor by your side, you gain more than just financial guidance – you gain a dedicated advocate for your future. We are committed to guiding you through life's changes, ensuring that your financial plan remains aligned with your evolving goals. Our goal is to provide you with the confidence that comes from knowing you have a knowledgeable and caring ally, ready to navigate the complexities of finance on your behalf.

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Support

At 360 Financial Planning Group, we firmly believe that financial freedom is within reach for everyone. With our expertise, integrity, personalization, and unwavering support, we strive to make that belief a reality for each and every client we have the privilege to serve.

What We Offer

Foundation

Get organized and set a course for your financial future!

  • Portfolio Strategies
  • Budget, Debt & Savings
  • Retirement Outlook & Optimization
  • Life & LTC Insurance Needs Analysis
  • Basic Estate Plan Review
  • Portfolio Gain/Loss Review
  • 24/7 Access Planning App

Freedom

A comprehensive approach to fully evaluate and prioritize your finances.

Foundation +

  • Large Purchases & Financing
  • RMDs & Withdrawal Strategies
  • Education & Family Wealth Planning
  • Estate & Philanthropy Analysis
  • Income Tax Analysis
  • 24/7 Access Planning App

Liberty

Take complete control of your financials and build your Legacy.

Freedom +

  • Complex Portfolio Strategies
  • Advanced Strategies and Cash Flow Analysis
  • Specialized Family Needs Strategies
  • Advanced Estate & Philanthropy Strategies
  • Complex Income Tax Strategies
  • Business Owner Strategies

Business Consulting

Valued Counsel for Growth-Minded Entrepreneurs!

  • Financial Strategies
  • Growth and Strategic Planning
  • Niche Market analysis and Planning
  • Operations and Efficiencies
  • Offer and Service Analysis
  • Legacy and Succession Planning

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Meet Jim

Plan Your Pathway to Prosperity

Let's strategize together – schedule a consultation to build a financial plan that aligns with your goals

Let’s Get Started

Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.