Important Disclosures:
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
Security Recommendations:
Our portfolio characteristics and holdings are subject to change at any time and are based on a representative portfolio. Holdings and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown. The investments presented are examples of the securities held, bought and/or sold in our strategies during the last 12 months. These investments may not be representative of the current or future investments of those strategies. You should not assume that investments in the securities identified in this presentation were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold or held in the strategies during the 12 months preceding the date of this presentation. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of securities identified in this presentation. Our, or one or more of our officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.
Third Party Websites:
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Links:
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.
Client Portals:
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.
THIRD-PARTY POSTS
Third-party posts that appear on this social media site have not been reviewed or approved by 360 Wealth Planners, a dba of Advisor Resource Council for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of 360 Wealth Planners, a dba of Advisor Resource Council, or its affiliates.
NOT AN OFFER TO SELL NOR SOLICITATION TO BUY
The 360 Wealth Planners, a dba of Advisor Resource Council company profile is for informational purposes only, and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results.
TAX AND LEGAL ADVICE
Information found on this social media site is not intended to be individualized tax advice or legal advice. Please discuss such issues with a qualified tax advisor.
DIRECT MESSAGING DISCLOSURE
360 Wealth Planners is not responsible for content posted by third parties. 360 Wealth Planners and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.
Comments and statements are based solely upon the opinions of 360 Wealth Planners on the date posted and are subject to change.
General Disclosure for dually registered advisors:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Wealth Planners a dba of Advisor Resource Council, a registered investment advisor. Advisor Resource Council and 360 Wealth Planners are separate entities from LPL Financial. Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site.
As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.
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At 360 Wealth Planners, we understand that every financial journey is unique. Whether you’re looking to build wealth, plan for retirement, or navigate complex investment strategies, our team is here to provide personalized guidance tailored to your needs.