360 Financial Partners, LLC

(843) 216-1077

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap
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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.

Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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