Financial Advisor | Tax Preparation & Accounting Services Roanoke & Lynchburg | 360 Financial Solutions, LLC
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Discover Our Retirement Planning Strategies.

360 Financial Solutions specializes in retirement strategies and retirement planning. This includes asset protection, income planning, IRA solutions, life insurance, long-term care and many other strategies that are crucial to a successful retirement.

  • Income Planning
  • Investments
  • Life Insurance
  • Asset Protection
  • IRA Solutions
  • Long-term Care

Dave Ramsey, SmartVestor Pro

360 Financial Solutions is a SmartVestor Pro selected by Dave Ramsey and his team for the outstanding knowledge, client service, and excellent advice focused on exceeding client expectations. All SmartVestor Pro’s must go through an interview process and are constantly being evaluated based on customer feedback. Those who don’t consistently perform up to Dave’s high standards are eliminated from the program.

Michael Shelton was selected as a Dave Ramsey SmartVestor Pro through an interview process. He then earned the status after successfully completing a specialized training program. He maintains a top recommended status due to outstanding customer feedback. All SmartVestor Pro’s are expected to be credentialed and have a history of offering excellent professional advice based on Dave Ramsey’s principles. Each demonstrates an ability and practice of putting high focus on individual client needs. Those that don’t continually perform up to Dave’s high standards are dismissed.

Explore Our Forward-Looking Approach To Retirement.

We are proud to educate our clients on a world of safe and secure ideas, which provide practical and progressive strategies that deliver predictability when it counts. Simply look for yourself.

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