3Sixty Legacy Financial Group

08/27/2026

Sometimes, a conversation brings someone to mind.

A friend who is nearing retirement.
A business owner carrying more financial decisions than they let on.
A family member navigating a transition.
Someone who wants more clarity, but may not know where to start.

At 3Sixty Legacy Financial Group, we believe meaningful financial guidance starts with listening, understanding the full picture, and helping people make thoughtful decisions for the life they are building.

If someone in your life could benefit from a more thoughtful financial conversation, we would be happy to help.

https://bit.ly/4gUypxM

08/25/2026

AI is changing the way people search, work, communicate, and make decisions.

It can process information quickly.
It can organize details.
It can summarize conversations.
It can make complex topics feel more accessible.

But financial planning still requires something technology cannot fully provide: context.

Your family dynamics.
Your business responsibilities.
Your fears, priorities, goals, and tradeoffs.
The emotional weight behind major decisions.

At 3Sixty Legacy Financial Group, we believe technology can be a helpful tool, but it should support the relationship — not replace the thought, care, and judgment behind it.

Because the most important parts of a financial plan are still deeply human.

08/19/2026

Not every advisor gets the opportunity to attend the Ameriprise National Conference.

Last week, Francisco and Kaitlin had the privilege of spending time in Denver with leaders and peers from across the country, gaining perspective on the future of financial advice and the evolving needs of the families we serve.

For 3Sixty Legacy Financial Group, continued growth is not just professional development. It is part of the standard we hold ourselves to.

Francisco and Kaitlin returned grateful, energized, and ready to bring that perspective back to our team and clients.

08/18/2026

Motherhood changes the way you think about almost everything.

The daily rhythm shifts first — diapers, daycare, groceries, appointments, clothes they outgrow too quickly, and all the little expenses that seem to appear overnight.

But then the bigger questions start to surface.

How do we protect our family if something happens?
Are we saving enough for the future?
When should we start thinking about education costs?
How do we balance enjoying this season with planning for what comes next?

For Megan, becoming a mom has made those conversations feel even more personal. She understands how quickly life changes when a child enters the picture and how important it becomes to have a plan that grows with your family.

Because financial planning is not only about numbers on a page. It is about the people you are building for, protecting, and dreaming about every day.

08/14/2026

Back-to-school season is here! 📚✏️

Kasia and Francisco’s daughter, Olivia, is heading into 5th grade, and the 3Sixty Legacy team is wishing her and all of the others students a wonderful year ahead filled with learning, new experiences, and plenty of great memories.

08/12/2026

When people hear about interest rates, they often think about mortgages first.

But rates can affect much more than buying a home.

They may influence business borrowing, refinancing decisions, cash strategies, bond portfolios, retirement income planning, major purchases, and even estate planning conversations.

For business owners and families with more complex financial lives, rate changes can create ripple effects across several areas at once.

That is why it is important to look beyond the headline and ask:

What does this actually affect in my financial life?

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/11/2026

Today, we are celebrating Mary Janet!

August is a special month for Mary Janet, with her birthday on August 11 and her Ameriprise work anniversary on August 16.

Since joining Ameriprise in 2019, Mary Janet has brought care, dedication, and a steady presence to the people and families we serve.

Please join us in wishing Mary Janet a very happy birthday and a wonderful work anniversary. We are grateful to celebrate both milestones with her this month!

08/07/2026

For many families, a parent’s home is more than a piece of property.

It is where memories were made.
It may represent a major financial asset.
It may become part of a caregiving conversation.
It may eventually be tied to estate decisions, sibling dynamics, taxes, or long-term care needs.

That is why conversations about aging parents and family assets can feel so difficult.

They are not just financial. They are emotional.

Starting these conversations earlier can help reduce confusion, clarify wishes, and give families more time to make thoughtful decisions before circumstances force the issue.

08/06/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.