Welcome to 360 Financial Partners
360 Financial Partners is an independent and comprehensive investment planning firm headquartered in Charleston, SC. Our purpose is to partner with our clients to help them, their families, and their businesses achieve financial independence.
We believe all clients are different, and should have a customized plan that addresses their specific needs. While we continue to focus on stock, bond, and mutual fund recommendations, we realize that today’s investment environment does not solely revolve around the various stock exchanges. In addition to investments that are correlated to the stock market, we advise our clients on alternative investments that may bear certain tax benefits, as well as bolster their diversification*.
We do this without financial backing from mutual fund companies or insurance carriers, thus giving us an objective point of view in the market.
When working with 360 Financial Partners, you will find that having a partner means personalized service, communication, and recognition in all aspects of your financial world.
We invite you to explore the financial world from our perspective. Become a client, become a friend, become a Partner.
*Diversification does not eliminate the risk of market losses.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Don’t overlook the need for renter’s insurance if you rent your home.
Here's a breakdown of how the federal government spends your tax money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?