Freedom
Comprehensive
Financial Plan
See When & How You Can Retire — on YOUR terms.
Know How to Retire With More Clarity and
More Confidence
Are you ready for retirement but Not 100% sure how much you need?
Not sure when to start taking Social Security?
Do you have questions like these?
Get started on your Plan Today!
Schedule your Complimentary Strategy Call NOW!
Limited monthly availability
“Am I saving enough? When should I take Social Security? Will I really be okay?”
If you’ve ever asked yourself these questions about retirement—you’re not alone.
Retirement today isn’t what it used to be. With longer lifespans, unpredictable markets, rising healthcare costs, and inflation threatening your savings, it’s no wonder so many people feel uncertain—even if they’ve been diligent savers.
And the problem?
Most people spend more time planning their next vacation and are flying blind financially. They either rely on cookie-cutter calculators or fragmented advice that doesn’t reflect their unique situation.
You deserve better!
You deserve a real plan, built by real professionals, that answers the real questions you’re facing.
– Jim Wilterdink, Founder & CEO
Do I have enough saved to meet my current lifestyle?
Am I saving
enough?
Am I missing any benefits
through my employer?
When should I take Social Security?
Sooner? Later? Brake even?
Will my family be okay if the
worst should happen?
Create a Plan Today!
Schedule your Complimentary Strategy Call today!
Limited monthly availability
Introducing “Freedom” Comprehensive Financial Planning by 360 FPG
Crafted by our team of Certified Financial Planners (CFPs) to give you total clarity and confidence about your future.
For a one-time investment, you’ll receive:
✔ A Fully Customized Financial Plan tailored to your goals, lifestyle, and current financial situation
✔ Actionable Retirement Roadmap showing how much you need to save, how to adjust if you’re off track, and how to align your investments with your goals
✔ Social Security Optimization to help you determine the ideal time to start benefits
✔ Tax-Efficient Withdrawal Strategy that seeks to stretch your dollars and reduce surprises
✔ Market Stress Testing to account for volatility and seeks to protect your future income
This is a comprehensive flat-fee financial plan OFFER built for you—to give you answers, direction, more confidence and more peace of mind. We believe everyone should have a plan whether you manage your own investments or hire someone else to.
You’ll Receive:
Total Value: $7,900
Personalized Retirement Timeline
Stress Tests Including:
Market, Inflation, Healthcare, and more
Current Portfolio Review & Plan-Based
Investment Allocation Suggestion
Income Distribution Plan
Early or Semi-Retirement Roadmap
Smart Tax Strategies for Generational Wealth
Plus: 2 Exclusive Bonuses
✔ 12 Months of Online Access to Monitor your plan, run “what-if” scenarios, and see how decisions affect your plan
✔ Full Integration with Your Existing Accounts—401(k)s, IRAs, and investments at major institutions
$3,000 Value
Our Promise and Commitment to you:
If you’re not satisfied, we’ll keep working with you 1-on-1 until you are or we’ll provide a FULL REFUND.
Ready to Get Clear on Your Financial Future?
Let’s build the plan that puts you back in control.
$3,995
Save $6,905 off total value
Hidden Risks That Could Derail Your Retirement
Don’t wait until it’s too late.
Clarity Beats Guesswork.
Too many plans fail because they ignore:
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Inflation that quietly erodes your savings
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Market volatility that derails your timeline
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Social Security mistakes that cost you thousands
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Taxes that eat away more than you planned
Advising Families for Over 20 Years
20+ Years in Financial Services: Retirement, Investment, Insurance & Wealth Planning
Personalized, not cookie-cutter — real planning for real people
Stop Guessing. Start Planning.
Claim one of this month’s limited openings!
Some of What You’ll Learn On Our Call
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The 9 costly retirement planning mistakes and how to avoid them.
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Strategies that seek to reduce your tax burden and keep more of your money.
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Why 401(k)s and IRAs may not be enough — and what to do instead.
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How high-net-worth individuals retire early — and how you can, too.
Frequently Asked Questions
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I don't know where to start
It’s important for individuals to choose the option that best fits their current needs and goals. The Foundations DIY Offer is ideal for those who are just starting out and might need a straightforward perspective. But also those that want to manage the plan themselves. The Freedom Plan can be more beneficial for those looking for tailored guidance. Scheduling a free call is an excellent way to clarify any doubts and determine the best path forward. It’s always wise to take the time to understand one’s financial situation before making decisions.
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Why 360 Financial Planning Group?
One of the significant advantages of our Freedom Plan is its independence. The Freedom Plan is a stand-alone comprehensive financial plan, meaning that our intent is not to push any specific investment products or services. You can take our tailored recommendations and implement them with any financial institution or investment platform of your choice. This ensures that you have the flexibility to manage and implement your financial strategy without feeling obligated to engage with our investment advisory services.
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When should I start planning?
It’s understandable to feel hesitant about starting a financial plan, especially when life seems busy or uncertain. However, it's important to recognize that financial planning is not just about the numbers—it's about preparing for your future and making the most of the opportunities ahead. Many of our clients have expressed regret about delaying their financial plans, realizing that even a small delay can mean missing out on significant strategies that could have a lasting impact on their financial well-being.
By taking action now, we can explore options tailored to your unique goals, whether that’s retirement planning, investment strategies, or risk management. Starting today means you can benefit from proactive planning rather than reactive solutions. Let’s work together to ensure that you’re not just meeting your financial goals but exceeding them. The sooner we start, the more time we have to implement effective strategies that can truly make a difference. Don't wait for the "perfect" moment—let's take this important step forward together!
PHONE
515-966-9333
ADDRESS
11888 SE 64th Ave
Runnells, Iowa 50237
SERVICES
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Check the background of your financial professional on FINRA's BrokerCheck.
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
