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The S&P 500 is an unmanaged market capitalization weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. Neither the S&P 500 Cash Index nor the Vanguard Total International Index includes dividends. One cannot invest directly in an index. Past performance is no guarantee of future results. Source: Yahoo Finance.

 

Let Your
Winners Run...

Do you want to invest in the worse market segments because today’s advisors have a rigid asset allocation formula with little awareness for the changing economic market conditions?
   
360 Wealth Planners use proactive allocation, keeping an eye on past performance and future indicators to make knowledgeable investment decisions. We believe it is best to allocate towards strength and positive economic factors as opposed to trying to “own a little bit of everything”. This creates a truly diverse portfolio that is both tactical and purposeful.

Asset allocation does not ensure a profit or protect against a loss. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

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Enhance Your Financial Strategy
with CPA-Financial Advisor Collaboration

Discover how this collaboration can boost your wealth strategy. Download our free guide now or ask us how it applies to your unique situation!

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Phone: (972) 421-1374

Address: 15110 DALLAS PKWY

STE 500

Dallas, TX 75248

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No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. 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. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.​ Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA®,” and “CERTIFIED INVESTMENT MANAGEMENT ANALYST®.” Use of CIMA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. Tax preparation services not offered by 360 Wealth Planners or LPL Financial.

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