Tips for Targeting Your Retirement Savings Goal What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details. Regularly review your assumptions Whether […]
Welcome To 360 Financial Group
Our Core Values and Mission
At 360 Financial Group, we not only have a defined list of core values, we strive to live and work by these core values everyday.
Stewardship: As tax professionals and financial advisors, we believe our clients are our most important asset. We will put their needs first and all matters, big and small.
Integrity When you choose a firm, you expect them to be loyal and honest. We take that expectation seriously, and we are proud to stand beside our clients and behind our work.
Transparency: We explain everything to our clients in a way that is easy to understand. They know what to expect and have confidence knowing that we are committed to informing them of all charges and fees.
Kindness and Approachability:We treat our clients with a high level of respect and courtesy. Our clients can reach out to us directly for personalized and friendly advice. We seek to establish long term relationships based on kindness and mutual trust.
Our MISSION is to be your primary advisor for comprehensive wealth management, tax and accounting, and investment management system services.
We believe our knowledge, experience, and intuitive approach to financial planning, gives you the confidence you need to realize your dreams.
What Keeps You Awake at Night?
Are you worried about paying for your children's education? Are you concerned about your job stability? Do you think you'll be able to return when you want to? Are you concerned about what would happen to your children if you or your spouse were suddenly not able to work? This is where our 360 approach comes into play.
When we meet with you, we'll go over much more than your financial statements, tax returns, and investment statements. We'll talk to you and get to know you. We take a 360 view of your life. We'll help you deal with your immediate concerns, but with the big picture in mind.
We'll start with one piece, always remembering that it's part of the whole - and working on the while will get you and your family where you want to be.
We'll also safeguard a plan for the unthinkable. Of course, we'll hope and pray that the unthinkable never happens. But if it does, you'll be protected. So you can rest easy.
Now, isn't it time to get some sleep?
More Than a Business
Your business is so much more than a business – small businesses are part of the family—and we take care of them like they are.
At 360 Financial Group, we look at the total picture—which means we consider how you interact with your business and how your financial plans can be intertwined. We consider and handle everything, from taxes and payroll to acquisitions and succession planning.
We’ll work with you from the beginning to the end and everywhere in between.
Not sure how to handle healthcare packages? Give us a call. Not sure what to do with contract employees? We’ll guide you. Think you should probably start accepting credit cards but have no idea how to do it? We can help. Not sure how to sell your business? We can help you with that too.
No need to go it alone. That’s why 360 Financial Group is here. You have enough to do managing your business. Let us handle the financial details.
Relax. We’ve got this.
Recent Blog Posts
As has become usual practice, Congress passed some meaningful tax legislation as it recessed for the holidays. In one of the new meaningful laws, passed on December 19, you find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The SECURE Act made many changes to how you save money for […]
Effective January 1, 2020, our new parking policy requires the use of a pass to park on the back lot of 139 N. Main Street. The parking designated for VISITORS ONLY does not require a parking pass, however, all other parking spaces require a pass. We provide the passes, at our front desk, or you may […]
This past Halloween we enjoyed dressing up as The Cat in The Hat (Carl) and the 360 Things (1, 2, 3, and 4). Here is some photo-proof that we can have fun.