Focused on retirement income, tax efficiency, and long-term wealth preservation.
Create reliable, predictable income that lasts.
Reduce future tax exposure and keep more of what you've earned.
Protect your principal, grow your assets, and create lifetime income.
Preserve your wealth and create a lasting legacy for your loved ones.
Strategically convert assets to build tax-free income in retirement.
Help protect your retirement from market volatility and sequence of returns risk.
A successful retirement strategy requires more than investment returns alone.
The order of market returns can matter more than the average — especially early in retirement.
How and when you draw income can dramatically change what you ultimately keep.
Living longer is a gift — and a planning challenge that grows more important each decade.
Ensuring a surviving spouse can maintain their lifestyle — and confidence — for years to come.
A clear, considered path from first conversation to ongoing guidance — no pressure, no surprises.
We learn about your goals, concerns, and what retirement looks like to you.
A thorough review of your income, assets, and tax exposure today and ahead.
Tailored strategies explained clearly, so you understand every choice.
We help you put the plan in motion and stay with you as life evolves.
At 360 Financial Group, our team helps retirees and pre-retirees make confident decisions around income planning, tax efficiency, annuities, wealth preservation, and long-term retirement strategy.
Dan leads 360 Financial Group with a focus on helping retirees and pre-retirees protect what they've built, create more clarity around retirement income, and make informed decisions with long-term confidence.
John works with clients to simplify complex retirement decisions and help them better understand income planning, annuity strategies, tax considerations, and long-term financial security.
Our goal is simple: help clients understand their options, protect their retirement, and move forward with greater confidence.
They helped us understand how taxes and retirement income would actually work once we stopped working. We finally feel organized and confident.
We came in confused about annuities and left with a real strategy that actually made sense for our future.
We never felt pressured. Everything was explained clearly and thoughtfully — that's rare to find these days.
Independent retirement planning firm focused on income planning, tax efficiency, and long-term wealth preservation.
Schedule a no-obligation consultation and let's create a plan designed for long-term confidence.
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