The years leading up to retirement are both joyous and stressful at the same time. You work hard for your money, you accumulate assets throughout your working years, and you wonder, “When can I stop working and start withdrawing funds that I can comfortably live on?”
Company retirement plans are designed to accumulate money during our working years but are not structured to distribute the funds when retirement comes. We work with you to review all of your options based on your individual situation to help ensure that the funds last throughout retirement and leave a legacy for your dependents.
When working with you on your financial path, there has to be an open dialogue regarding your financial future. Here at 360 Financial Solutions, we bring a vast knowledge of retirement plans and wealth benefits. A successful financial path is achieved by the following process:
Discovery Meeting
This mutually beneficial discovery meeting allows us to get to know you better. We’ll learn where you stand financially and what your goals are. We’ll show you how 360 Financial functions for your benefit, and a fact finder document is filled out.
Analysis Meeting
Once we’ve examined the provided information, we thoroughly outline and share our findings and propose your options.
Action Plan
This is the part of the process where we fine tune the plan, and take any tax planning opportunities into account.
Review
Through regular reviews we evaluate the progress and make any necessary adjustments as your situation and needs evolve.
Corporate Clients
If you have a business or corporation, we can help you develop a business retirement plan that is essential to retaining exceptional employees. We are also able to show you how to optimize your current company plan with a few simple adjustments through the following types of programs:
Qualified Retirement Plans
Non-Qualified Retirement Plans