Financial Planning & Consulting
We understand that you have financial challenges and responsibilities and we develop a plan to meet them.
Financial Planning for Businesses
The advice you need. When you need it.
360 Financial Group is the financial group you can bounce ideas off…the ones you can call for a reality check when you found the perfect investment…the ones who will analyze your finances and make industry comparisons…the ones who will give you sound advice on how to improve your business.
Sometimes you need a fresh perspective
We’ll take a 360° view of your business—where you came from, where you are, and where you’re going. We’ll let you know where you are in comparison to others in the industry, and make recommendations on how to improve. We’re 100% in it for you. Let’s work together.
To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we'll contact you directly.
Financial Planning for Individuals
360 Financial Group defines our success by your success.
We’ll look at unique planning and investment strategies that make sense given your current financial situation, and for the goals you're trying to ultimately reach. We’ll consider the full array of your life—what do you need for where you want to be. We’ll map our plan and we’ll be right beside you for the trip.
Planning the Journey
Ever plan a family vacation to a unique destination and just get in the car and drive? No GPS. No map. No directions. No reservations. Just a general sense of where you want to be—but no set plan for how to get there?
Didn’t think so.
Consider 360 Financial Group your GPS for your personal financial plan. We’ll work with you to determine a destination and a time of arrival. When you veer off course, we’ll help you get back on track. If roadblocks come up along the way, we’ll help you get back on track. Even if you decide to completely change your destination, we’ll work with you to reevaluate your goals and re-chart the territory.
Click the links below for more information on:
Developing a financial plan is much more than a cookie cutter response. It’s actually a six-step process to create a plan for your future, including:
- Establishing and defining your relationship with your 360 Financial Advisor
- Gathering your data and discussing your goals
- Analyzing and evaluating your current financial status.
- Developing recommendations and alternatives
- Implementing the plan
- Monitoring the progress
We’ll look at unique planning and investment strategies that make sense given your current financial situation, and for the goals you're trying to ultimately reach. We’ll consider the full array of your life—what do you need for where you want to be. We’ll map out the plan and we’ll be right beside you for the trip.
"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."
-Carl Strozyk, President
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 ...