361 Financial Planning, Inc.
Description
We provide comprehensive financial planning. Busy people love us. Our subject matter experts can advise and manage everything for you. We work best with educators and principals nearing retirement. Also Federal and State executives large-firm law partners, general counsel, CLO, and successful litigators. Busy people love us. Our subject matter experts can advise and manage everything for you. Money management, financial planning, tax, legal, and insurance are the core areas we address. Helping you put your financial house in order and keeping it that way is what we offer.
Your custom financial plan will focus on 3 things: your values, your goals, and achieving your desired results. You will realize 6 core benefits: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership. We are driven by 1 over-arching passion: helping you achieve your financial goals.
For pre-retirees and retirees, we focus on increasing income and reducing taxes, mortgage, insurance and healthcare costs. This is the best way to achieve and maintain the lifestyle you desire.
Our promise is to give you a "10" level of confidence that no matter what happens in the world, economy, or the markets, you'll be able to achieve your goals. Our promise is bold. Call us if this offer resonates with you.
No commissions. Fee-only. Alternative fee arrangements.
Contact us at (925) 289-9929 to learn more about our client profile and services.
Email: martin@361planning.com
Tell your friends
RECENT FACEBOOK POSTS
facebook.comTimeline Photos
Just sayin, 361 is everywhere, even Rio!
List of Colleges That Meet 100% of Financial Need
Take a look at private colleges and universities. They are expensive but your children may be eligible for more financial aid.
dujour.com
I just celebrated 20 years of marriage, and soon will be planning a trip to really celebrate. Some of you may find this list of romantic getaways interesting.
www.financial-planning.com
New question to ask your advisor, "Do you have any forgivable loans from your broker? This practice is common at the big firms and some independent firms as well. The loans are given to advisors to act as golden handcuffs, and to get them to place a certain amount of investor money into certain investments. Bottom line, the advisor may not be acting in your best interest she has received a loan like this. Ask the question.
Three Financial Moves to Make When You Get Promoted
http://361planning.com/2016/03/23/three-financial-moves-to-make-when-you-get-promoted/
Five Financial Moves to Make On Your Birthday
http://361planning.com/2016/03/23/five-financial-moves-to-make-on-your-birthday/
Stocks Pare Gains, Pound Higher After BOE Holds Rates
Since Brexit, the U.S. and Global markets have done quite well. But what does the future hold? I am optimistic.
361 Financial Planning, Inc.'s cover photo
Quiz
