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360 Financial Strategies, LLC.

360 Financial Strategies, LLC.

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.

With 10 years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals face when it comes to managing their finances effectively. My mission is to empower my clients with the knowledge, tools, and strategies they need to make informed financial decisions and build a secure financial future.

I believe that financial planning is not just about numbers and spreadsheets—it's about understanding your unique dreams, aspirations, and values. I take a holistic approach to financial planning, taking the time to listen to your goals, concerns, and priorities. By gaining a deep understanding of your individual circumstances, I can create personalized financial plans that align with your vision for the future.

As your financial planner, I am committed to providing comprehensive and unbiased advice. I stay up-to-date with the latest industry trends, market insights, and regulatory changes to ensure that my recommendations are always current and in your best interest. I believe in transparency, open communication, and building long-term relationships based on trust and mutual respect.


  • 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


Beatrice Rivard, MBA. - CEO
It is important to look at the whole financial puzzle, not just a few pieces.
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The power of time is HUGE when it comes to financial planning. Don't delay, take control of your future today!
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Rep/Contact Info

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Mrs. Beatrice Rivard, MBA.