Welcome to 360 Financial Group (formerly Small Business Group)
Our new name reflects how we do business…we look at you—all of you—we take a 360° view of where you are and where you want to be. We take a holistic approach to your life, not just your financial picture. Because we know that you’re way more than just your balance sheet…way more than just your portfolio of investments.
We also take a 360° view of your life and your business’ life; from birth to succession; and every milestone (and even every roadblock) in between.
Located in Bel Air, Maryland, The Small Business Group was founded in 1990 by Carl Strozyk. We started as a small tax and accounting firm but as the firm grew, we recognized that our clients needed help with other financial aspects of their lives. In the spirit of kindness and stewardship, we expanded the scope of our practice to better accommodate our clients, and make their financial success our #1 priority. Today, 360 Financial Group takes that vision to a new level. Now we have a variety of services to help the diverse selection of individuals, professionals and small business owners that represent our client base. We provide holistic, year-round counseling to maximize tax savings, manage cash flow, and develop profits.
How we do business:
At 360 Financial Group, we care about what you hope to achieve:
- We care about what keeps you up at night and why you get up at the crack of dawn each morning.
- We care about what got you started in your business and what new adventures you’ll explore when you retire.
- We care about what you love about your job and why you look forward to your weekends.
Because the more we know about what makes you tick, the better we can structure your financial plan to help you achieve your goals.
Now is the time…
We want to work with you where you are now—whether you think you’re too close to retirement to start a plan now, or too young to know your goals —whether your kids are about ready to start college next year, or if you don’t even know how many kids you might have—now is the time to start the process. Call 360 Financial Group today at 410.893.2100 or send us an email.
Meet the 360 Financial Group Team
News You Can Use
i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader
As part of its August issue, i95 Business shined a spotlight on Harford County business leaders, and Carl Strozyk of 360 Financial Group is honored to be chosen.
Click here to see the full article on page 49: http://i95business.com/2017/08/partners-financial-journey/
Can I roll my traditional 401(k) account balance over to a Roth IRA?
Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.*
First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate employment, in some cases you may be able to withdraw your own ...
What is a rollover IRA, and do I need one?
Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."
When you roll funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Of course, you can transfer those dollars ...