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.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Six overlooked tax deductions to help manage your tax bill.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirees traveling abroad need to know that their health insurance travels with them.
A change in your mindset during retirement may drive changes to your portfolio.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you explored all your options when it comes to managing your taxable income?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.