top of page
Heart Tree.jpeg

"Making Sure You Don't Run Out of Money Before You Run Out of Heartbeats"
-Brandon Day, Founder

The Basics

Gathering personal facts and a discussion about goals and dreams.

Deeper dive

This is where we start talking about the "what-if's" and expected changes.

fine tuning

We are getting close! Let's check and re-check all of the facts and fill in any gaps.

executive summary

Your personal Executive Summary will be delivered to you and next steps in your journey will be presented.


Plans change. As part of our process we will continue to monitor and update your plan to adjust with you.


"Planning is a Process, not a Product." -Brandon Day, Founder

At 360 Wealth Planners, it is our goal to provide wealth management that encompasses the 360 degrees of your life and gives you the freedom to live. Our ongoing process will not only address today's questions and concerns, but also the unasked questions of tomorrow.


Retirement Planning

  • 'What-if' Analysis

  • Goals Development

  • Budgeting

  • Social Security Optimization Analysis

  • Stress-test plan with 1,000 simulations & multiple potential negative events

  • College/Education Planning

Investment Analysis

  • Risk/Return analysis of existing portfolio including current 401(k)/403(b)

  • Ongoing advice of current 401(k)/ 403(b)

  • Education on different risk management strategies

  • Income focused investment strategies

Tax Planning

  • Tax-efficient investment strategies

  • Roth conversion analysis

  • 401(k)/Pension/Cash Balance Plan & Other Retirement Plan Analysis

  • Tax minimization strategies

  • Coordination with CPA

Estate Planning

  • Estate tax minimization strategies

  • Wills & trusts reviews

  • Coordination with your estate attorney

  • Legacy planning

  • Charitable gifting strategies

  • Beneficiary/Transfer of Assets Review

Cash Management

  • Real time budgeting tool

  • Multiple-tier cash reserve strategies

  • Securities Based Line of Credit

Asset Preservation Strategies

  • Life insurance planning

  • Long term care and disability analysis

  • Property & casualty review

  • Asset preservation strategies

bottom of page