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360 Financial Strategies, LLC.

360 Financial Strategies, LLC.
Categories

Financial Planning & InvestmentsBusiness and Professional ServicesFinance and InsuranceIndividualsInsurance & Employee BenefitsRetirement Plans

About Us

I was introduced to the financial industry at a young age and am proud to say I obtained my fiduciary status in 2013 to become a second-generation financial professional. After years of hard work, mentorships, and academic triumphs, I fulfilled my long-time dream of independently owning a practice and officially established “360 Financial Strategies, LLC.” in 2018.

One of the biggest perks of running my own financial practice is my independent contractor status. This allows me to affiliate myself with whichever companies I deem the best to suit my clients’ needs. I take a holistic approach to each individual’s situation and openly coordinate with attorneys, tax accountants, CPAs, etc., to help ensure everyone is collectively working toward your goals and objectives.

While discussing finances and taking control of your future financial security can be daunting and bland, I guarantee to make our conversations light and fun as you pass your stress and burdens onto me.

Highlights

  • Investments - Mutual Funds - Stocks - Bonds
  • Retirement - 401k - 403b - IRA - Roth IRA - SIMPLE IRA - SEP IRA
  • Employee Benefits - Group Insurance - Retirement Plans
  • Insurance - Life - Health - Long Term Care - Disability
  • Debt Reduction - Budgeting

Images

Beatrice Rivard - CEO