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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How to help determine life insurance needs to provide for your family after you pass away.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Here are six flags that may make your tax return prime for an IRS audit.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.