Expert Financial Advisors serving Minneapolis, Minnetonka and Minnesota
Your financial advisor is an important person in your life: someone who will guide you on a journey of wealth discovery that can offer you significant opportunities for living with purpose and securing your goals and dreams. At 360 Financial, we offer you the advice you need in order to move your financial plans forward. We pride ourselves on being prudent; we do not take unnecessary risks. We know that a patient, long-term strategy is often the best plan, allowing for economic fluctuations, life changes, and course corrections without undue stress and strain.

Our Financial Planning services include: 401k Rollovers ∙ Certified Financial Planners ∙ IRAs ∙ Long Term Care Insurance ∙Retirement Planning ∙ Estate Tax ∙ Investment Advice ∙Retirement Income ∙ Investment Management ∙Wealth Planning ∙ Asset Protection

Qualified financial advisors
Advising you about wealth is serious business, and no one here takes it lightly. Our advisors have a minimum of 25 years of experience, and are deeply focused on you. They work hard to get to know you and understand the financial goals you have for yourself, your family, and your heirs. The more we know what is important to you, the better we are able to tailor a plan that provides you with the most benefit.

The first step in the financial advising and wealth planning process is to come in and talk with us. We will listen closely (and ask you a number of questions) to come up with the plan that is going to be the most beneficial to you. The sooner you meet with us, the sooner we can get started. Financial advisors from our firm will be knowledgeable and upfront with you about your current finances, where you want to go, and how best to get there. Our financial advisors keep in touch frequently – your financial well-being is important to us. We believe that working with a financial advisor is not a one-and-done situation; there is more to it than just setting up a goal and letting your advisor make it happen without any further input. Circumstances change; life can throw the unexpected at you, and you may find that some of the goals you set for yourself no longer serve your purpose. During those times, we will be there to advise you further and help you make any needed changes.

We can help you answer these questions frequently asked of our financial advisors:
• How do I go about finding a good financial advisor – the right financial advisor for my needs?
• How do I find the best financial advisor for my needs?
• Is 360 Financial one of the best financial planning firms in the area?
• How do you find a good financial advisor?