Get a Second Opinion on Your $1M+ Portfolio-Without Changing Advisors

For successful individuals who want to make sure their investments, tax strategy, and retirement plan are fully aligned—without starting over.

You’ve done a great job building wealth.

But here’s something to consider…

Many portfolios over $1M are:

- Not tax optimized

- Not coordinated with income planning

- Not stress-tested for real retirement scenarios

And most people never realize it.

At 360 Financial Planning Group, we don’t start with products…

We start with your financial model.

Every recommendation is based on:

Your goals

Your timeline

Your income needs

Real-world stress testing

So decisions are driven by data—not opinions.

Your Complimentary

Second Opinion Includes:

Your Complimentary Second Opinion Includes:

✔ Portfolio structure review
✔ Tax-efficiency check
✔ Retirement income analysis
✔ Risk & scenario stress test
✔ Identification of missed opportunities or blind spots

  • 20+ years experience

  • Independent fiduciary

  • Planning-first approach

  • Virtual appointments available nationwide

You don’t need to move anything.
This is simply a second set of eyes.

If everything looks great—we’ll tell you.

If not—you’ll know exactly what to improve.

This is designed for individuals who:

  • Have $1M+ in investable assets

  • Are within 10–15 years of retirement or already retired

  • Want a more strategic, coordinated approachB

IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results.