Minnesota retirees, this one’s for you. 🌲 Give from your IRA through a qualified charitable distribution, and the gift stays out of both your federal and your Minnesota taxable income. #MinnesotaRetirement #QCD #CharitableGiving
360 Financial
Financial Services
Wayzata, Minnesota 1,071 followers
You're unique. Your wealth strategy should be too.
About us
Schedule an introductory call with a fiduciary financial advisor: https://schedule.360financial.net/ At 360 Financial, we believe your wealth strategy should be as unique as your vision and values. Since 1995, we’ve been dedicated to providing holistic financial planning and customized strategies that empower our clients to pursue their individual goals. Over the years, we’ve grown into a trusted team of experienced advisors and professionals, continually evolving to meet the complex and changing needs of our clients. Through it all, our mission remains the same: simplifying financial planning and guiding clients through life’s most significant financial decisions with clarity and confidence. We take a comprehensive, client-focused approach to wealth management through our Four Pillars of Wealth: Our services: •Asset Management: Investments, active portfolio management, and retirement planning. •Risk Management: Insurance, debt and cash flow management, and employee benefits. •Tax Strategies: Tax return analysis and small business planning. •Estate Planning: Legacy planning, wealth transfer, and charitable giving. With insight, expertise, and a commitment to your success, our team is here to support every step of your financial journey. For more details or to see the states where we are registered, visit www.360financial.net. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Finra.org CONTACT US: 952.542.8900
- Website
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http://www.360financial.net
External link for 360 Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Wayzata, Minnesota
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Investment Securities and Management, Estate and Financial Planning, Asset Management and Protection, College Education Planning, Retirement Planning, Wealth Management, ERISA Standards, Life and Long Term Care Insurance, 401k Rollovers, and IRAs / Roth IRAs
Employees at 360 Financial
View 45 employees at 360 Financial
or
Locations
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Primary
Get directions
849 Lake St E
Wayzata, Minnesota 55391, US
Updates
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You can build a highly profitable business and still have a problem when it comes time to sell. The question is not just, “What is my business worth?” It is, “Would someone else be able to step in and run it successfully?” That distinction can have a major impact on your exit. Watch 360 Financial President Mike Rogers’ take on what buyers are really looking for. ▶️ https://lnkd.in/geg5crru
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Why should you choose a fiduciary financial advisor? This video covers three key reasons in under two minutes: https://lnkd.in/gf_tmSBS
Why should I choose a fiduciary financial advisor? (This Is IMPORTANT for Retirees!)
https://www.youtube.com/
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Who’s joining us on October 24? 🙋 👻 The Boo Bash Dash brings pre and post-race festivities to Downtown Wayzata, including the Pumpkin Derby. Stop by 360 Financial for treats, face painting (new this year!), and Halloween inflatables. https://lnkd.in/gYRfUT7G
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You might have a general idea of when you want to retire. It’s harder to know how close you actually are... Take our short retirement planning quiz to find out where you stand, then use our retirement planning guide to help you decide what to do next: https://lnkd.in/ebZVhFsE The goal isn't just knowing how close you are. It's knowing what that means for your plan.
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Q4 is here, and suddenly the end of the year doesn’t feel so far away. 📆 Tax planning, charitable giving, and retirement contributions are all worth a closer look before the calendar gets too far ahead. You don’t need to tackle everything at once. Start by knowing where things stand. Schedule a 15-minute call →
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October is National Financial Planning Month. Which might make you wonder, why does financial planning need its own month? 🤔 Because there is a lot to think about, and it is easy to put the bigger picture on the back burner. When to retire, how much to save, how to manage taxes, what happens to your assets, and whether your money is set up to support the life you want. October is a good reminder to take a closer look and make sure you have a plan for what comes next: https://lnkd.in/gKpi7X6F
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Mark your calendars for the Wayzata Boo Bash Dash: Oct. 24th, 2026 🎃 🍭 We’re back as the presenting sponsor this year, and we’re already looking forward to a fun day in Wayzata. You can sign up now if you want to run, or just come out and enjoy the festivities: https://lnkd.in/gPBUa_rW Stop by 360 Financial for face painting, Halloween inflatables (awesome for photos), goodie bags, and more. We’ll see you there!
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By the time fall officially arrives, school is back, schedules are set, and summer already feels like a while ago. 🍁🍂: It’s a good time to get back to the things that may have been on the back burner... including your financial plan. If it’s been a while since you’ve reviewed where things stand, fall can be a good time to take another look: https://lnkd.in/gMwWbfC9
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