Broaden Your Practice's Impact with Our Expert Collaboration
360 Wealth Planners: Where Proactive Management Meets Strategic Tax Planning
We're Business Consultants and Do Our Best Work With:
Business Owners
Who value experienced guidance from professionals who not only understand their unique challenges but also share the experience of running a business.
Aged 40+
Age 40+ whose companies have stable and growing cash flows.
Cash Reserves
500k or more of excess company reserves.
Retirement Planning
We specialize in tailoring retirement plan solutions to address the unique needs of your company, including customized options such as 401(k) and cash balance plans.
What We Do
Retirement Planning
- What-if' Analysis
- Goals Development
- Budgeting
- Social Security Optimization Analysis
- Stress-test plan with 1,000 simulations & multiple potential negative events
- College/Education Planning
Investment Analysis
- Risk/Return analysis of existing portfolio including current 401(k)/403(b)
- Ongoing advice of current 401(k)/ 403(b)
- Education on different risk management strategies
- Income focused investment strategies
Tax Planning
- Tax-efficient investment strategies
- Roth conversion analysis
- 401(k)/Pension/Cash Balance Plan & Other Retirement Plan Analysis
- Tax minimization strategies
- Coordination with CPA
Asset Preservation Strategies
- Life insurance planning
- Long-term care and disability analysis
- Property & casualty review
- Asset preservation strategies
Estate Planning
- Estate tax minimization strategies
- Wills & trusts reviews
- Coordination with your estate attorney
- Legacy planning
- Charitable gifting strategies
- Beneficiary/Transfer of Assets Review
Cash Management
- Real time budgeting tool
- Multiple-tier cash reserve strategies
- Securities Based Line of Credit
"Planning is a Process, not a Product." -Brandon Day, Founder
Our Process
Reach out with questions. We’re here to help!
We welcome you to reach out to us if you have questions related to their investment accounts, contributions, tax documents, or any items that you feel would be helpful as their tax advisor. We believe there is an incredible amount of synergy between our professionals and would like to be a resource to you and your team.
Phone: (972) 421-1374
Address: 15110 DALLAS PKWY STE 500 Dallas, TX 75248
Email: team@360wealthplanners.com
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial.
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA®,” and “CERTIFIED INVESTMENT MANAGEMENT ANALYST®.” Use of CIMA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Tax preparation services not offered by 360 Wealth Planners or LPL Financial.