At 360 Financial Solutions, we are fully committed to providing financial strategies 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 strategies 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.”
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 professionals to implement it. Just like a general contractor has electricians, plumbers, carpenters, and painters to step up and help build a house, a financial advisor has specialists that they can work with as well. Michael has established relationships with strategic partners such as attorneys, tax specialists, insurance advisors, and more. *You are under no obligation to use the services of these outside professionals, and may choose any qualified professional to provide tax, CPA, legal and insurance services. Their services are not affiliated with LPL Financial 360 Financial Solutions.
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 personalized strategy 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.
We are passionate and knowledgeable in all things regarding financial advice.
Michael is well-known as the region’s “go-to” Advisor for retirement planning needs. After rapidly growing a client list at a Fortune 100 company, Michael went out on his own to create 360 Financial Solutions, LLC. Michael specializes in retirement income planning and is also an Investment Advisor Representative. Michael is known for being a Dave Ramsey SmartVestor Pro as well as a Dave Ramsey ELP for Tax Services. Michael also has a second office in Lynchburg to handle the referrals he receives from Thomas Road Baptist Church and Liberty University.
Michael received the prestigious Chartered Retirement Planning Counselor designation from the College for Financial Planning. Michael has also been seen on the local CBS, FOX and NBC Affiliates, and has appeared in The Roanoke Times, Valley Business Front Magazine, and many other media outlets. With this attention, Michael has built a network with some of the best local strategic partners for his clients. Michael frequently receives requests for financial presentations from companies, municipalities, and churches for seminars because of his industry knowledge. He greatly appreciates the opportunity to speak and share his vast experience with others.
Michael is an Iraqi Freedom War veteran that actively participates in many veterans’ organizations and his church. He is also the Immediate Past President of the Brambleton Area Business Association (BABA). In his spare time, he likes to spend time with his family, especially his two young daughters; to watch and play sports; and cook.
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 in a local school system for many years. Holly is the cheerful voice you hear when calling our office. You will also see her at our many Dave Ramsey events we hold with 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, four kids and two dogs! She enjoys dates with her husband, working out, cooking and being her kids’ biggest cheerleader.