Founder and President
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
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.
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.
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.
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.
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.
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
Meet Jim
Plan Your Pathway to Prosperity
Let's strategize together – schedule a consultation to build a financial plan that aligns with your goals
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.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
