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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Understanding the economy's cycles can help put current business conditions in better perspective.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.