Investment Management

Confidence about your investments requires being clear about your goals and comfortable with the advice you get for reaching them.

Investing in Your Future

You hear about a hot stock and you’re ready to take the plunge and sink in some cash, hoping for that windfall. Wait.

Your investments are not just what you’re doing with your extra cash. This is your future we’re talking about. While that hot stock may be a viable option, 360 Financial Group will help you to create a logical, strategic investment plan to maximize the money that you plan to invest for your future.

Your plan will include your goals—where you want to be when you retire—and what major expenses you know you’ll have a long the way. We’ll put a plan in for the unexpected—because there’s always the unexpected—and determine how long you have to invest before you reach each financial milestone. This will all play in to how much risk you can safely consider.

You have one future—our Financial Advisors have worked with hundreds of clients. We have the experience to you need to make the most of your money. Contact us today and we’ll get the plan working for you.

Creating and sticking with a plan

Our six-step investment process is a disciplined means for helping you navigate changing markets. We use it to plan, implement and monitor your investment strategy. You can think of the process as a way to get your bearings, take your first steps, and keep your goals in sight. The process is backed by research that is designed to help ensure your portfolio adapts to changing market conditions, with the goal of keeping you on course.

Our investment consulting process:

  1. Introduction to our consulting process
  2. Discovery and identification of your goals and risk tolerance
  3. Proposal for your consideration
  4. Implementation of your investments
  5. 45-Day Review covering your investments and reporting
  6. Progress Monitoring focused on your individual goal
Carl Strozyk

"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."

-Carl Strozyk, President

 

Your Journey Starts Here

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News You Can Use

News You Can Use

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

8/9/2017 12:00:00 AM EDT
2 months ago

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?

Can I roll my traditional 401(k) account balance over to a Roth IRA?

7/20/2017 12:00:00 AM EDT
3 months ago

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?

What is a rollover IRA, and do I need one?

7/17/2017 12:00:00 AM EDT
3 months ago

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 ...