Secure Your Retirement

With Personalized Income Planning

Independent retirement guidance focused on stability, predictable income, and long-term confidence.

No obligation · No pressure · Complimentary consultation

Secure Your Retirement

With Personalized Income Planning

Independent retirement guidance for individuals and families seeking

stability, predictable income, and long-term confidence.

No obligation · No pressure · Complimentary consultation

Who We Work With?

We work with retirees and pre-retirees who want clarity and confidence in their retirement strategy — typically individuals and families with significant retirement assets who value safety, income, and long-term planning.

Common goals include:

-Creating reliable retirement income

-Protecting assets from market volatility

-Reducing tax exposure in retirement

-Planning for long-term care and legacy needs

Who We Work With?

We work with retirees and pre-retirees who want clarity and confidence in their retirement strategy.

Common goals include:
• Reliable retirement income
• Protection from market volatility
• Reduced tax exposure
• Long-term care & legacy planning

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Retirement Planning Focused on Income, Protection, and Clarity

At 360 Financial Group, we specialize in retirement planning strategies designed to create predictable income while managing risk and taxes. Our approach is education-first and fully personalized — no one-size-fits-all solutions.

Our core planning areas include:

-Retirement income planning

-Fixed and Fixed Indexed Annuities

-Tax-aware distribution strategies

-Long-term planning and legacy considerations

– Emily R. – Retired Nurse, Georgia

"I was nervous about retiring early and running out of money. Dan and his team made everything so simple. They explained how I could use part of my 401(k) to create guaranteed income for life. Now, I get a paycheck every month—just like when I was working—and I don’t worry about market drops anymore. I wish I found this sooner!"

– Mark W. – Small Business Owner, North Carolina

"I always thought annuities were too complicated. But these guys broke it down step by step and helped me move my old retirement funds into something that gives me guaranteed income for life. It was smooth, stress-free, and now I feel 100% confident about my future."

– David K. – Engineer, Recently Retired, Ohio

"What impressed me most was how hands-on and caring the team was. They weren’t pushing a product—they were showing me how to protect what I worked so hard to build. Now, my wife and I have guaranteed income for life, and I can actually enjoy retirement without constantly checking the markets."

We’re licensed professionals and take privacy seriously. Your data will never be sold or shared. You’re simply requesting a free consultation to see if this is right for you.