FAQ | Financial Planner in Roanoke, VA | 360 Financial Solutions LLC
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Frequently Asked Questions

What is your company policy on the privacy of your clients?

We take confidentiality seriously. Please reference the Consumer Privacy & Security Notice here.

How do you view security at 360 Financial?

Security is of utmost importance in this day and time. We have contracted Banks Technology for all of our IT needs. They are always connected to our devices and get warnings for any issues. We have modern equipment and technology and security is always top of mind for us.

Who is your ideal client?

The core client base in our firm is business owners and Baby Boomers. Our clients generally meet the threshold of an Accredited Investor.

Business Owners

Our ideal business owner is an established business looking to find smart strategies with their current revenue. They are looking to lower their tax liabilities and keep more assets in the firm or their family.

Business owners often want to liquidate their business asset for retirement. They are looking for smart strategies on how to receive the cash and reduce their tax liability of receiving their lump sum of money. 360 likes to work with clients producing revenues in the $400,000 – $5,000,000 range.

Baby Boomers

360 will engage households with a soft minimum of $500,000 – $1,500,000 of investable assets preparing to retire. Normally, this is a client 55 years and older preparing to retire. We have also worked with younger clients that have saved well and want to preserve their assets throughout their lives.

If you fall below the $500,000 minimum, reach out to jacob@discover360financial.com and let’s discuss your current situation.

What is a Registered Financial Consultant?

The 360 team holds the designation of Registered Financial Consultant (RFC) credential from the International Association of Registered Financial Consultants, (IARFC®). Who is a Registered Financial Consultant? All financial planners are not created equal. A RFC is more than a financial planner—he or she is an Accountant with the powerful combination of tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible.

What is your pricing model?

First-tier services include foundational investment and planning help and advice, in areas such as
cash flow, budgeting, and financial and retirement planning.

Second-tier services are more customized and integrated and include more complex offers,
such as credit, lending, tax, and business advisory issues.

Third-tier services include estate planning and wealth transfer, custom portfolios, and
philanthropic advisor services. Solutions at this level are the most likely to be hypercustomized.

What happens if your lead financial consultant leaves the company for any reason?

A contingency plan is an important part of the business for any company. We have a succession plan in place if something were to happen to Michael.


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