360 Financial

Your wealth is more than numbers — it’s your family’s future. Let 360 Financial help you preserve your legacy with confidence. 📞 Schedule your 15-minute call today.

Summers at the cabin are easy to share. The deed takes a little more planning. Who owns it next, who pays for what, and what if someone wants out? We cover it here: na2.hubs.ly/H08KGZ70

Headlines change by the hour. Your goals take years. 360 Financial manages every portfolio through the lens of your LifeWealth Plan, with disciplined rebalancing and steady coaching when markets get noisy. See how we invest with alignment for families, professionals, executives, and business owners: na2.hubs.ly/H08rGyF0

Three generations. One plan. ✅ Saving for your kids’ college. Planning for your own retirement. Thinking about what you’ll pass on to your grandchildren someday. At 360 Financial, we look at all of it together, because the decisions you make today shape what your family has tomorrow. See how we plan for families: na2.hubs.ly/H08nFdj0

Minnesota retirees, this one’s for you. 🌲 Give from your IRA through a qualified charitable distribution, and the gift stays out of both your federal and your Minnesota taxable income. #MinnesotaRetirement #QCD #CharitableGiving

Why should you choose a fiduciary financial advisor? This video covers three key reasons in under two minutes: na2.hubs.ly/H08jG3b0

Who’s joining us on October 24? 🙋 👻 The Boo Bash Dash brings pre and post-race festivities to Downtown Wayzata, including the Pumpkin Derby. Stop by 360 Financial for treats, face painting (new this year!), and Halloween inflatables.

Take our short retirement planning quiz to find out where you stand, then use our retirement planning guide to help you decide what to do next: na2.hubs.ly/H07ZFyp0 The goal isn't just knowing how close you are. It's knowing what that means for your plan.

Mark your calendars for the Wayzata Boo Bash Dash: Oct. 24th, 2026 🎃 🍭 We’re back as the presenting sponsor this year, and we’re already looking forward to a fun day in Wayzata. You can sign up now if you want to run, or just come out and enjoy the festivities: na2.hubs.ly/H07-vHD0 Stop by 360 Financial for face painting, Halloween inflatables (awesome for photos), goodie bags, and more. We’ll see you there!

Cheers to 2 years with Mitch! 🎉 We’re so glad to have you as part of the 360 Financial team. We’re grateful for all you contribute and the impact you’ve made over the past two years.

We treat your business and your personal wealth as one conversation, not two separate files. Decisions on either side get made with the other in mind. #businessowner #businessfinancialplanner See how: na2.hubs.ly/H07Hv0S0

Is your financial advisor a fiduciary? And what does that actually mean? Mitch Zweber breaks down what fiduciary status means, why it matters, and how to verify whether your advisor is one. Watch the video here: na2.hubs.ly/H07B7zr0

September is College Savings Month. If starting a 529 plan has been on your to-do list, now is a great time to take the first step. 💬 Have questions about saving for college or how a 529 could fit into your financial plan? Schedule a time to talk with one of our financial planners: na2.hubs.ly/H07wslJ0 #529plan #collegesavings

Seven years of excellence! 🎊 Happy workiversary, Amy! Your drive, determination, and leadership continue to inspire everyone around you. Thank you for being such an important part of our team, we're grateful for all you do! na2.hubs.ly/H07s40s0

We’re honored to be named one of the @MSPBJnews's Best Places to Work! 🏆 So grateful for the people who make 360 Financial what it is and for the clients and community who make what we do so meaningful. 🎉

Building wealth takes time. Deciding what you want that wealth to do for your family takes thoughtful planning. 🧑‍🧑‍🧒‍🧒 Whether you’re growing your wealth or thinking about what comes next, we’re here to help. Let’s start the conversation: na2.hubs.ly/H079YqP0

The biggest financial mistake isn't always making the wrong decision. Sometimes it's waiting too long to make one. Take our "Do I Need a Financial Advisor?" quiz to see if now is the right time to seek professional guidance: na2.hubs.ly/H06-3XM0

Jeff and Lisa had an advisor. They had investments. They had saved for retirement. What they didn't have was a clear answer to one question: Can we actually retire? See how a comprehensive retirement plan changed everything. Read the case study: na2.hubs.ly/H071s7D0

In case you missed it: Our 2026 Midyear Outlook webinar is now up on YouTube. 📺 Grab a coffee and catch up on where we stand halfway through the year: na2.hubs.ly/H06WQwr0

Twenty-one years. Thousands of conversations. Countless clients served! Happy 21st Workiversary, Theresa! Here's to all you've accomplished—and what's still to come.👏

Tomorrow's the day! Register now for The Halftime Report to get a clear read on where the market stands at the midyear mark — and what it means for your plan in the second half. na2.hubs.ly/H06PNqF0 Can't attend live? Sign up anyway to receive the exclusive video recording.