Mark and Sarah finally have a confident retirement, with purpose
360 Wealth Management Partners assessed their unique situation and strived to deliver the perfect plan, with plenty of advice along the way.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
Our Services
You’re Age 50+
You have $500k (or more) in retirement savings.
But you have questions…
Our 3-Step Process to Financial Clarity
Step 01.
Discover What Matters Most
We start with a personal conversation to understand your goals, values, and financial concerns — so we can build a plan that truly fits your life.
Step 02.
Design Your Custom Strategy
Next, we create a tailored financial roadmap that aligns your wealth with your priorities—whether that’s retiring early, leaving a legacy, or simplifying your plan.
Step 03.
Stive to Live With Confidence
With your strategy in place, we guide you through implementation and ongoing adjustments — so you can seek to enjoy life now and feel prepared for what’s ahead.
–Success Stories–
Retirement Planning Case Studies
–Case Study 01–
A Confident Retirement,
with Purpose
Mark and Sarah, in their late 50s, were approaching retirement after long, successful careers—Mark in sales and Sarah in healthcare.
Their children had moved out, and with a sizeable investment portfolio, they were financially comfortable.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
–Why 360 WMP?–
What We Believe
We believe great financial planning is about clarity, not complexity. Your financial strategy should reflect your values, your goals, and your vision for the future.
What you get:
We will never:
–About Us–
360 Wealth Management Partners
At 360 Wealth Management Partners, we do more than manage money—we seek to partner with you to create a meaningful financial future. With a deep focus on retirement, tax efficiency, and legacy planning, we help you align your wealth with your life’s purpose.
