Founded in 1995, 360 Financial is an independent financial services firm that believes in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our advisors – who average over 29 years of experience – offer financial planning and advisory services through our affiliation with LPL Financial. Our services: Big Picture Planning - • Accumulation: how to target asset growth • Risk management: how to help preserve your assets • Taxation: how to help minimize your tax burden • Business planning: how to help grow and manage your business • Retirement planning: how to target