360° WealthVision & Dream List
My 360° Wealth Management Group addresses the comprehensive financial needs of our clients, by integrating ourselves into our clients’ financial lives. Based upon the clients' needs, we customize financial consulting, progress monitoring, projections and future cash flow needs to meet specific goals, asset re-allocation analysis, legacy planning, and investment tax planning. Our service is brought to our clients via Web-based financial planning software that allows for world wide access to daily valuations and updates of our clients entire financial lives, all on a secure network provided by LPL Financial. This platform allows for immediate access by multiple advisors all of the necessary data needed to serve on a client’s behalf.
Professional Financial Planning & Consulting requires the coordination of time, information, research, strategy, people, analysis, decisions, and service. Many clients have expressed how surprised they were with the amount of energy, commitment and detail it takes to develop and maintain a business or personal financial plan. A financial plan can address a single issue or result in a comprehensive analysis. Ask us for a free demonstration today!
Dream ListMy 360° team pride themselves in taking a more involved and personal role in helping their clients achieve more in life. While other financial advisors perform the bear minimum for their clients, My 360° team have taken a proactive approach by implementing the "My 360° Dream List." You've dreamt about the possibility of owning a vacation home on the beach. Perhaps you've decided to retire as early as possible. Maybe you want to plan an international vacation. Your plans, hopes and dreams will become our mission when it's listed on your My 360° Dream List.
We'll help you reach those goals and dreams with the appropriate financial planning and tasking ourselves with the details of attainment. By filling out and submitting our "My 360° Dream List," you can consider almost any goal or dream a reality.