360 Financial is a locally owned, boutique wealth management firm, primarily for a select group of successful families and top of their field professionals. We work hard to get to know you and your family so we can better understand what you need now, and in the future. Our goal is to take all of the pieces of your financial puzzle and put them in place.
We've refined and implemented a process centered around you, your goals, and what matters to you. We call this 'Big Picture Planning.' We consider our clients like family, and take the extra time to get to know every client on a deeper level. 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.
We've refined and implemented a process centered around you, your goals, and what matters to you. We call this 'Big Picture Planning.' We consider our clients like family, and take the extra time to get to know every client on a deeper level. 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.
Services
It started in Detroit, back in 1972, when founder and president, Mike Rogers, began his first business-a shoe shine service-at the age of 7. This business led to other childhood ventures: lawn care, landscaping, driveway sealing, and anything else that could help save for college.
In 1988, Mike headed to Minnesota with a college degree, landed a position at a big Wall Street firm, and began advising clients on how to grow and protect their wealth.In the fall of 1995, both of Mike's parents were diagnosed with cancer. This life-changing event helped cultivate his life's purpose: serve clients' needs with the utmost respect and uphold their best interest.
In 1988, Mike headed to Minnesota with a college degree, landed a position at a big Wall Street firm, and began advising clients on how to grow and protect their wealth.In the fall of 1995, both of Mike's parents were diagnosed with cancer. This life-changing event helped cultivate his life's purpose: serve clients' needs with the utmost respect and uphold their best interest.
At 360 Financial, our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners.
360 Financial specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy. A lot of those people tend to be business owners. Our team can assist you with navigating the sea of fiduciary and regulatory responsibilities related to your business 401(k) or similar retirement plan.
At 360 Financial, we believe - whether it's a client, an advisor, or a team member - when you work with interesting people who do cool things, it makes life a whole lot more interesting. There are many advantages of being part of the 360 Team! We're looking for new advisors and are ready to support you with our unique turn-key support system.
You've been talking to your clients for years about the "work optional" lifestyle, but now it's your turn to retire and focus on what matters to you. We will meet to learn more about you and your clients, This isn't a formal or heavy meeting, just a good way for us to get to know each other, and be able to mutually decide if we're a good fit.
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Patricia J. Bell
Feb 12, 2015
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