Wealth Management Services

At 360 Financial Group, our holistic approach to wealth management benefits small businesses as well as individuals and families.

Wealth Management for Businesses

Wealth Management for Small Businesses

As your business and your profits grow, you need a partner that can ensure that your money is working hard for you.

A comprehensive view is the best view

As your business grows, it will likely become one of your largest assets. 360 Financial Group will help you take advantage of the best retirement and investment plans available. We’ll give you a complete assessment of risk versus return, so that you can make calculated financial decisions that will impact your business today and your life tomorrow. Your 360 Financial Advisor will be with you every step of the way, keeping your business and financial goals at the forefront of each investment decision, so that when that future date comes, you can relax and enjoy looking back at all you've accomplished.

Contact us to take a comprehensive view of your financial picture. We can assist you with:

  • Retirement Income Planning
  • Wealth Management
  • Investment Management
  • Financial Planning
  • Tax & Accounting Services

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.

Wealth Management Services for Individuals

Wealth Management for Individuals & Families

We’re more than a quick buy and sell strategy. We look at where you’ve been financially, where you are now, and where you realistically hope to go. We guide you and work with you to create a plan to help you achieve your goals. And we’re with you every step of the way.

Wealth management takes discipline

That’s why we take behavioral coaching so seriously. We’ll help you remain committed to the plan and set up strategies to make it happen. We meet with you quarterly (or as often as you like) to assess the portfolio, asset location, your personal performance, and your goals. We’ll stay in touch…see what’s changed and determine what should change in your investment strategy. It’s our 360° approach and we’re with you throughout the circle of your financial plan.

The management of your wealth entails putting your kids through college, traveling to see grandchildren, traveling during your retirement years, taking your entire family on an extended vacation, buying that vacation home, supporting your favorite charities, and leaving a legacy when your gone. 360 Financial Group understands that being trusted with your wealth is a tremendous responsibility—and it’s a responsibility we take seriously.

We’ll look at time trusted investment, tax, and planning strategies. We’ll work within your risk comfort level and work toward the milestones you hope to achieve.

Call 360 Financial Group today at 410.893.2100 to get started on your road to a wealthier future.

Building Wealth A Beginner's Guide

Click image to download a PDF of "Building Wealth. A Beginner's Guide to Securing Your Financial Future".

You can create personal wealth

It’s possible to meet your financial goals. By choosing to budget, save and invest, you can pay off debt, send your child to college, buy a comfortable home, start a business, save for retirement and put money away for a rainy day. Through budgeting, saving and investing, building credit and controlling debt, all these goals are within your reach.

Defining wealth

Some people consider themselves wealthy because they live in a very expensive house and travel around the world. Others believe they are wealthy simply because they’re able to pay their bills on time. What we are talking about here is financial wealth and what it means to you.

Building wealth requires having the right information, planning and making good choices. This workbook provides basic information and a systematic approach to building wealth. It is based on time-honored principles you probably have heard many times before—budget to save; save and invest; build credit and control debt; and protect the wealth you accumulate.

Everyone defines wealth differently. What is your definition of wealth?

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.

Carl Strozyk

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

-Carl Strozyk, President

 

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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 ...