360 Financial Partners, LLC

(843) 216-1077

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101
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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

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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