Custom plans for your financial future
360 Financial can create custom retirement plans and wealth strategies for individuals and businesses. We also handle accounting and tax prep. Call 540-562-0123 for a free consultation.
Think of us as your “family office.” Whether you’re a business owner or a head-of-household looking to make smart decisions about your money, we’re here to help. Our credentialed professionals work together to create the best strategies for you. This includes finding customized ways to help reduce tax liabilities and increase your net worth.
The company was built to serve people like us: hard-working folks looking for someone they can trust to explain strategies and answer questions without jargon. You deserve to have the same opportunities as the ultra-rich for a price you can afford. If you have your eyes set on leaving a legacy or are simply trying to manage the challenges of a small business, we’ve created services designed with you in mind.
All the financial services you may need are under one roof. Now you don’t have to worry about what kind of CPA or accountant you need of if your tax preparer is talking to your investment advisor. Our unique service mix includes:
- 360+ Accounting & more: Our low-cost option for business bookkeeping. We use proprietary AI software to save costs of the typical accounting firm. This lets our professional staff spend their time focused on analyzing your issues and providing strategic advice instead of data entry and financial reports.
- 360 Wealth Consultants: We serve you as fiduciaries, which means if we give you an hour of advice, you pay an hourly rate for our time – not a percentage of your investment portfolio. This eliminates conflict-of-interest issues (or double dipping on commissions and asset under management fees). You get customized advice geared toward your particular goals. We get the pride and excitement that comes with helping you make wise decisions.
- 360 Tax Solutions: Affordable rates for tax & estate planning, retirement income strategy solutions, and IRS letter resolution. With today’s audits increasingly shouldered by low to mid income earners, DIY and drive-through tax preparer solutions are unwise. Those pennies you thought you were saving can turn into big bucks if returns are done wrong. We’ll help you determine the best strategies for paying the least amount of taxes possible while ensuring your returns are completed correctly.
We partner with you every step of the way and explain – in plain English – what we’re doing and recommending.
Oh, yeah, we also have 44 years of combined experience in our leadership team. Our credentialed professional experts include CPAs, EAs, RFCs, CRPCs and more.
We Are Aready to Work with You
While we can work with clients in most states virtually, if you prefer having a local office for face-to-face interactions, these are available in the following cities: Roanoke, VA | Lynchburg, VA | Richmond, VA | Bethesda, MD | Charleston, SC