Financial Services Roanoke, VA | Tax Preparation | 360 Financial Solutions LLC
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About 360 Financial Solutions

We are a Financial Advisor Company committed to providing retirement solutions customized specifically for you.

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WHO WE ARE.

At 360 Financial Solutions, we are fully committed to providing financial solutions that fit exactly what you want for your retirement.

Our Mission: “Managing your current and future financial needs while staying on top of leveraging and budgeting through the maintenance of short- and long-term income and savings; thus creating your vision of financial security, prosperity and legacy of assets.”

Our Vision: “To inspire creative financial solutions for individuals and businesses while confronting the current status-quo through thoughtful and efficient financial management achieved by the team of professionals at 360 Financial Solutions.”

About 360 Financial Solutions

At 360 Financial Solutions, we strive to empower our clients to make informed financial decisions through education, communication, and service that will exceed expectations. When it comes to investments, trust is important. That is why we place so much value on personal relationships with our customers. We view ourselves as your knowledgeable partner in all things financial, and we will help you develop and implement a plan based on your specific needs.

Building out your financial profile and retirement plan is very similar to building a house. Michael Shelton is our President and lead Financial Advisor, but you can think of him like your general contractor who will oversee every aspect of your financial project. Michael will meet with you to learn about your current financial situation and your goals for the future. Once he understands your needs, he will put together a custom financial plan just for you. He will present your plan, gather your feedback and input, and then tweak it as needed. After you and Michael agree on your financial plan, he will work with his team of experts to implement it. Just like a general contractor has electricians, plumbers, carpenters, and painters to step up and help build a house, a Registered Financial Consultant has experts in every corner as well. Michael has established relationships with strategic partners such as attorneys, tax specialists, insurance advisors, and more.

Our goal at 360 Financial Solutions is to provide independent and sound investment advice, whatever your current financial situation. Michael and the entire team will develop a unique solution that’s on target with your needs by mitigating risk and implementing strategies to help reduce your personal financial exposure. We will confidently implement your financial plan completely and responsibly as we partner with you every step of the way.

Contact us today to start laying the foundation for your financial future!

MEET OUR TEAM.

We are passionate and knowledgeable in all things regarding financial advice.

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    MICHAEL SHELTON

    President / Financial Advisor

    Michael is a passionate financial advisor whose main goal is to protect families and business owner’s assets in the Roanoke community. While focusing on distribution strategies, his goal is to make sure you are secure in your financial plan as a whole, not just one area. He takes a different approach towards retirement by emphasizing income plans as part of the financial plan. With his process providing this service, he is able to provide a retirement plan that executes seamlessly. At his previous firm he was a top advisor and won multiple awards. Not only does he strive to ensure that your assets are sustained through your retirement, but he also seeks to protect your assets from unexpected occurrences and continually evaluates potential tax minimization strategies. He received his degree in Business and currently holds his Series 6, 63 & 65 licenses. He also received the prestigious Chartered Retirement Planning Counselor designation from the College For Financial Planning. With this knowledge, he can help guide you through your financial decisions. Michael is an Iraqi Freedom War Veteran that actively participates in many veteran’s organizations and his church. He is also currently the President of the Brambleton Area Business Association. In his spare time, he likes to watch and play sports, cook and spend time with his family, especially his fun-loving 4-year-old daughter.

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    JEREMY LASSITER

    Tax Accountant

    Jeremy is an Enrolled Agent licensed with the IRS, which means he understands better than most the issues that need to be considered to decrease the chances of an audit or reduce the challenges and costs of defending one. He brings 15 years of tax and accounting experience to the 360 Financial Solutions professional crew. Jeremy is also a licensed Business Advisor specializing in Accounting. *Jeremy is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

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    HOLLY LAMY

    Office Manager

    Holly brings phenomenal customer relations experience to 360 Financial Solutions. Her wealth of administrative and service oriented knowledge was obtained from previously working for a local law firm and also at the local schools system for many years. Holly will be the cheerful voice you hear when calling our office. You will also see her at our many Dave Ramsey events we hold with the churches, libraries, schools, government systems and wherever else we receive seminar requests for. When Holly is not blessing us with her joyful presence, you will find her with her husband and 4 kids!

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    VIVIAN

    Tax Consultant

    Vivian is an extremely knowledgeable tax professional that has been helping families and business owners in the Roanoke area for over 20 years. She is driven to help her clients pay the least amount possible to the IRS. She is constantly staying up to date with the tax code to find ways to reduce any tax burden. After spending many years in Corporate America, Vivian decided to retire. However, she couldn’t stay away from her passion of helping people keep the money they earned. Vivian joined 360 Tax Solutions to help with the demand that Michael couldn’t handle on his own. When Vivian isn’t at the office helping with the tax business, she loves to spend time with her grandchildren. She loves to travel to the beaches and try new restaurants wherever she finds herself. *Vivian is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

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    WHITNEY

    Marketing / Community Outreach Specialist

    After working in management for 5 years, Whitney wanted to use her Business degree in a more community oriented environment. Whitney joined 360 Financial Solutions as a Marketing and Community Outreach Specialist 5 years ago. She is a known face when we are giving back to the community. You will see her at our various workshop and community outreach events. She also helps with many office duties and you probably will talk to her when you call our office. She is also mostly known by employees for helping sign up with company benefits. When Whitney is not busy with the various duties at 360 Financial, you will see her shopping locally or at the beaches she loves to visit. She usually has her very outgoing 4-year-old daughter attached to her hip randomly starting a conversation with anyone she comes in contact with. *Whitney is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

PLAN AND PROTECT YOUR FINANCIAL ASSETS.