Wealth management takes discipline
That’s why we take behavioral coaching so seriously. We’ll help you remain committed to the plan and set up strategies to make it happen. We meet with you quarterly (or as often as you like) to assess the portfolio, asset location, your personal performance, and your goals. We’ll stay in touch…see what’s changed and determine what should change in your investment strategy. It’s our 360° approach and we’re with you throughout the circle of your financial plan.
The management of your wealth entails putting your kids through college, traveling to see grandchildren, traveling during your retirement years, taking your entire family on an extended vacation, buying that vacation home, supporting your favorite charities, and leaving a legacy when you’re gone. 360 Financial Group understands that being trusted with your wealth is a tremendous responsibility—and it’s a responsibility we take seriously.
We’ll look at time trusted investment, tax, and planning strategies. We’ll work within your risk comfort level and work toward the milestones you hope to achieve.
To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we’ll contact you directly.