Stop Guessing. Start Planning.
Retirement Starts with a Plan
Retirement Starts
with a Plan
Retire With More Clarity and More Confidence
See When & How You Can Retire — on your terms
We believe that financial success begins with a well-crafted plan
Schedule Your 30 Minute Complimentary Strategy Call
Design the Life You Want.
Plan Smarter. Live Freer.
At 360 Financial Planning Group, we believe that everyone deserves access to sound financial advice. That’s why we offer a comprehensive range of financial planning and investment services to individuals, families, and businesses of all sizes.
Mistake #1: Neglecting Retirement Planning
Ignoring retirement planning is one of the biggest mistakes. Research by Fidelity shows that individuals with a financial plan have greater confidence in being able to retire when and how they want.* A solid plan can provide clarity, improve savings discipline, and more insights to investment strategies, risk management and tax strategies. More importantly, it reduces financial stress and provides confidence in your future. The best time to start? Yesterday. The second-best time? Right Now.
*Fidelity 2021 State of Retirement Planning Study
CHECK OUT OURFINANCIAL PLANNING SERVICES
FOUNDATIONS
Take Control of Your Future
Create Your Own Retirement Roadmap
A bold, modern, interactive platform that gives you the tools and support to build a personal financial plan — confidently and with less guesswork.
Freedom
Know How To Retire With More Clarity And
More Confidence In Just 14 Days
Limited availability — 6 clients accepted per month. A comprehensive done-for-you financial plan by our Certified Financial Planner team. Know Your Number. Own Your Future.
Business consulting
Build your business blueprint
and scale with confidence
You’re working hard — but does your business have a clear, strategic path to profitability and freedom? Most business owners are stuck reacting to the day-to-day instead of building a business that runs for them.
What to Expect
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20+ Years in Financial Services: Retirement, Investment, Insurance & Wealth Planning
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Collaborative & Consultative Planning Experience
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Personalized, not cookie-cutter — real planning for real people
Evaluate
Goal Set
Grow
Let’s Build Your Retirement Roadmap — Together
Want a personalized plan? Or a second opinion on your current one?
Click below to schedule your free 30-minute consultation
PHONE
515-966-9333
ADDRESS
11888 SE 64th Ave
Runnells, Iowa 50237
SERVICES
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
