The 360 Financial Planning Group

About 360 Financial Planning Group

We work with investors who have built meaningful wealth and want a more disciplined, thoughtful approach to managing it.

This isn’t about chasing returns or reacting to headlines.
It’s about building a clear, data-driven plan so you understand exactly where you stand—and where you’re going.

Our approach is simple:
Plan first. Then invest with purpose.

We help clients turn assets into reliable retirement income, reduce unnecessary risk, improve tax efficiency, and make confident financial decisions.

After 20+ years, one thing is clear:
Those with a plan tend to have better outcomes—and far more confidence along the way.

If you’re retired or nearing retirement and want to see how your current strategy stacks up, a second opinion can be a valuable next step.