3Sixty Legacy Financial Group

Call Website Contact the business

3Sixty Legacy Financial Group 3Sixty Legacy Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Investments matter. But they are only one part of a much larger financial life.A portfolio does not tell us how much fle...
09/29/2026

Investments matter. But they are only one part of a much larger financial life.

A portfolio does not tell us how much flexibility you want.
It does not tell us whether you are supporting parents or children.
It does not explain what happens to a business someday.
It does not answer questions about taxes, estate planning, insurance, cash flow or what you actually want your money to make possible.

That is why financial planning should be bigger than investment performance.
The investments are one piece.

Celebrating 2 years with Kasia Armada.As our Client Service Coordinator and Marketing Specialist, Kasia brings a thought...
09/27/2026

Celebrating 2 years with Kasia Armada.
As our Client Service Coordinator and Marketing Specialist, Kasia brings a thoughtful blend of care, creativity, and attention to detail to her work each day. We are grateful for the many ways she supports our clients, our team, and the 3Sixty Legacy Financial Group experience.

Please join us in congratulating Kasia on this milestone.

Year after year, our clients bless us with the bounty from their garden, and this season’s vegetables were beautiful.Hom...
09/25/2026

Year after year, our clients bless us with the bounty from their garden, and this season’s vegetables were beautiful.

Homegrown tomatoes, peppers, basil, and so much more made their way into the office — and the tomatoes were especially wonderful. Kasia turned them into homemade sauce, and her kids devoured it.

We are grateful for clients who share not only their stories with us, but little pieces of their lives too.

Sometimes our financial lives hold onto things long after we have moved on.The membership we stopped using.The subscript...
09/24/2026

Sometimes our financial lives hold onto things long after we have moved on.

The membership we stopped using.
The subscription we forgot about.
The insurance policy we bought during a completely different stage of life.
The old account that has not been reviewed in years.
The financial arrangement that once made sense but may no longer fit.
A review does not always mean changing something.

Sometimes it simply means asking: Does this still belong in my life today?

Here is a simple question worth testing:If you were unavailable tomorrow, could your spouse or another trusted person qu...
09/23/2026

Here is a simple question worth testing:
If you were unavailable tomorrow, could your spouse or another trusted person quickly find the things that matter?
Financial accounts.
Insurance policies.
Estate documents.
Passwords or access instructions.
Important professional contacts.
The goal is not to create the world’s most organized filing system.
It is simply to make sure someone else could step in without having to piece everything together during an already difficult moment.
Ten minutes is a surprisingly useful test.

For Megan and Kaitlin, financial advice has always been close to home.As sisters and daughters of a financial advisor, t...
09/18/2026

For Megan and Kaitlin, financial advice has always been close to home.

As sisters and daughters of a financial advisor, they grew up understanding that this work is deeply personal. It is about families, responsibility, trust, and the decisions that shape a future.

Today, they carry that perspective into their own work as financial advisors, helping clients navigate important conversations with care, clarity, and intention.

At 3Sixty Legacy Financial Group, family is not just part of the planning conversation. It is part of our story.

Estate planning can sound like something reserved for enormous estates. In reality, many of the most important questions...
09/17/2026

Estate planning can sound like something reserved for enormous estates. In reality, many of the most important questions are much more personal.

Who would make decisions if you could not?
Who knows where important documents are?
Who understands your wishes?
Have beneficiary designations kept up with your life?
Would the people you love know whom to call?

Estate and legacy planning is not only about transferring wealth. It is also about creating clarity for the people who may someday have to make decisions without you there to explain them.

One of the interesting things about earning more is how quickly “more” can become normal.The upgraded car.The nicer vaca...
09/15/2026

One of the interesting things about earning more is how quickly “more” can become normal.
The upgraded car.
The nicer vacation.
The subscriptions and memberships.
The conveniences that quietly become part of everyday life.
There is nothing wrong with enjoying what you have worked hard to build.
But it can be useful to occasionally ask:
Is my spending supporting the life I actually value — or simply making my current life more expensive?
Financial planning is not always about spending less.
Sometimes it is about being more intentional about what your money is doing for you.

Some of the most meaningful things grandparents pass down never appear in an estate document.-How they talked about mone...
09/13/2026

Some of the most meaningful things grandparents pass down never appear in an estate document.

-How they talked about money.
-What they believed was worth working for.
-How they practiced generosity.
-How they treated people.
The stories, traditions and small moments grandchildren remember long after they grow up. Passing wealth to the next generation can matter. But so can passing down the values and wisdom that helped shape it.

This Grandparents Day, it may be worth asking: What do I hope they carry with them?

09/12/2026

Last week, we had the chance to celebrate Cynthia as she officially begins her next chapter: retirement.

It was a special farewell for someone who has meant so much to our team and clients. Cynthia has always brought such a sweet, caring, and thoughtful presence to the office, and she will be missed more than words can say.

While we are sad to see her go, we are also so excited for what comes next. Cynthia has many fabulous trips planned with her partner, Jack, and we know retirement will be full of adventure, joy, and well-deserved time to enjoy it all.

Please join us in congratulating Cynthia and wishing her the very best in retirement.

Address

Cincinnati, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15135541104

Website

Alerts

Be the first to know and let us send you an email when 3Sixty Legacy Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to 3Sixty Legacy Financial Group:

Shortcuts

Share

Category