369 Financial is a fee-only Registered Investment Advisor Firm. We will provide you with a people-oriented, effective, and alternative approach to money. Together, we will take a look at your needs, lifestyle, and strengths and teach you how to optimize your wealth. Investing: We use a combination of software and Life Cycle Investing, developed by Yale Professors, in order to create a customized investment strategy for you.
Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you're able to live stress free in retirement and beyond.
Financial Coaching: Teaching you the tools and the support you need to manage your own finances and live your life the way you want to. Retirement Planning: Helping guide you so you're able to live stress free in retirement and beyond.
Services
Services
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Making decisions about your finances can feel overwhelming and stressful. We've got great news, choosing the right financial services and products to meet your needs doesn't have to be complicated! After taking an assessment with one of our skilled financial advisors, you will see the path to your goals clearly.
Investment Management
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Investing wisely plays a key role In any plan for financial security. There are many elements that would call for beneficial investment practice. A mix of registered and non-registered savings can help achieve short and long-term goals. Income and pension plans are also definitive solutions to long-term financial stability.
Financial Planning
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Planning can make the difference between your financial security or bankruptcy. We offer protection for your finance through goal setting provided by investment choices and a selection of money management strategies. These measures will help you manage your savings on a daily basis. Whether you're newly graduated, a young couple, or a retiree, saving is a great way to financially prepare for your future.
Retirement Planning
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Planning for retirement these days has become a different process compared to what it used to be, only a decade or two ago. The average lifespan is now in the mid-eighties, so a person that retires at 65 could be expected to live another 20 years. In the 1950's a person was only expected to live 15 years after retirement.
Wealth Management
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Wealth management and all investments involve an element of risk. Risk comes in many varieties, market risk, interest risk, inflation risk, liquidity and tax risk. Asset allocation spreads risk throughout a mix of asset classes, easing some risk associated with each class. Which classes are selected varies, based on the investors' financial profile, investment preferences, and tolerance for risk.
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