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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here’s a guide to explain all the parts of Medicare.
Learn when it may not make sense to file a claim on your home insurance.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Have you explored all your options when it comes to managing your taxable income?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.