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360 Wealth Planners

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Dallas, TX
360 Wealth Planners

Simplifying Your Life Through Financial Clarity. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Investment advice offered through 360 Wealth Planners, a dba of Advi

sor Resource Council, a registered investment advisor. 360 Wealth Planners and Advisor Resource Council are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The LPL registered representatives of 360 Wealth Planners may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA. Tax preparation services not offered by 360 Wealth Planners or LPL Financial.

09/30/2025

Is it too late for you to purchase long-term care insurance?

If you’re well into retirement or have a pre-existing medical condition, you may worry that your age and health will disqualify you from being approved for LTC insurance.

⏸️That may not be the case.

While youth and good health generally equate to lower premiums, there are options for older retirees.

Asset-based LTC insurance (sometimes called hybrid policies) costs more than traditional policies and still requires medical underwriting. However, because of the higher price point, many who don’t qualify for traditional policies are able to get coverage.

👉 The bottom line: earlier is better when it comes to LTC insurance, but if you’re late in the game, don’t disqualify yourself on an assumption.

Contact us to learn more.👇

09/22/2025

When you’re shopping for a new vehicle, you probably check the safety ratings first.

Why?

Knowing what you can rely on matters.

And you certainly don’t want to get on the road if you don’t know whether or not the airbags will deploy.

This is why stress-testing your retirement plan is so important.

No matter how cautiously you drive, you can’t control the road conditions; you need a retirement strategy that can handle the good, the bad, and the ugly.

Our name reflects our commitment to you: financial planning that takes every angle into consideration, especially the what-ifs.

Don’t just cross your fingers. Plan with confidence.👇

09/16/2025

It’s back-to-school season, and kids aren’t the only ones who need to hit the books; your employees could use a lesson, too.

→ Without educational resources, only 52% of employees participate in 401(k)s.
→ Providing education around benefits can boost that percentage to 70%.
→ Upping the participation isn’t just about helping your employees help themselves.
→ It can help increase satisfaction, retention, and tax deductions, all of which could
benefit your bottom line.

Did you know we can help you find a partner to implement and provide education for your
employer-sponsored retirement plan?

Connect with us to help lighten your load. Link in comments below👇🏼

09/10/2025

We’re gearing up for football season and ready to see the Cowboys make 2025 their bounce-back year!

Injuries aside, last season was a good lesson in the value of defensive strategy:

Despite being second in the league in sacks per pass attempt, we gave up an average of 137 rushing yards per game.

A great offense + a poor defense = a losing strategy, and not just in football.

No matter how well your investments are performing, those earnings alone don’t translate to a healthy financial plan.

You need to put equal thought into protecting your wealth through tax planning, strategic retirement withdrawals, and risk mitigation.

Need a good defensive coordinator for your finances?

We’re on it.

09/02/2025

Don’t you hate it when your grocery store reorganizes the aisles?

As frustrating as it is to have a 5-minute grocery store turn into a 15-minute maze, change can be much more disruptive, or even devastating, when it comes to your financial plan.

Even so, change isn’t the enemy.

👉Not planning for it is.

We know that shifts in the financial landscape aren’t a matter of if, but when.

The 360 Wealth Planners team embraces the inevitability of change, creating strategies that are designed to adapt and evolve with the times, helping you maximize emerging opportunities while limiting risk.

When life takes a turn, we’ll be here to make sure your financial strategy can handle the curve.

08/28/2025

Would you rather jump into a murky lake or the crystal clear water of the Bahamas?

Knowing what you’re getting into isn’t just about managing your expectations.

It’s about ensuring your safety.

That’s why we believe financial clarity is so important.

You should know where your money is going, why it’s going there, and what you can expect as an outcome, not to mention whether or not you’ll be okay when your plans are interrupted.

We do this by balancing four non-negotiables:

1️⃣ Your strategy needs to make sense from a cost and tax perspective
2️⃣ A good defense (proactive risk management) is the best offense
3️⃣ You’ll always know what you’re paying for when you work with us
4️⃣ Risk is a tool to use carefully

Ready to know what you’re getting into? Let’s dive in.

08/26/2025

Your balance sheet should support more than the bottom line.

As a business owner, your financial focus is easily monopolized by margins, growth, and operational efficiency.

What about you?

360 Wealth Planners helps you plan beyond P&L, balancing business and personal goals for a strategy that puts you in the driver’s seat–not your company.

👉 Retire on your terms
👉 Minimize taxes in high-income years
👉 Fund the lifestyle or legacy you’ve been putting on hold
👉 Protect your wealth from market and business risks

It’s time to prioritize your needs. Learn more below. 👇

08/25/2025

As wedding season wraps up, it’s time to update your estate plan!

If you’ve gained a new son or daughter-in-law, you may want to include them as one of your beneficiaries.

However, making sure your assets are dispersed as intended can be trickier when in-laws are involved.

For instance, what happens if your child and their spouse separate after you pass?

Would you still want to include them as a beneficiary?

How do you want to leave a legacy for your grandchildren, even if their parents split up or remarry?

Estate planning makes deciphering the wedding dress code look like a cinch.

Let’s talk about what matters to you and how to make sure it happens. Link below 👇

08/22/2025

How do you know if your business coverage is outdated?

You may need to review and update your insurance policy if:

1️⃣ Your business growth has outpaced your policy limits

2️⃣ You’ve added products, services, or expanded to another location

3️⃣ You’ve renovated your office since purchasing coverage

4️⃣ Your business has grown to depend on the niche knowledge or skills of certain individuals

If your policy no longer fits the bill, let us help you identify and minimize threats to your business.

08/21/2025

What if you could start your day with coffee and quality time together instead of monitoring the S&P 500?

How would you spend your time if you didn’t have to anticipate the ripple effects of every headline and work out a contingency plan?

The things that impact your financial plan will always be in a state of flux, from updated tax policies to market changes.

But that doesn’t mean you have to live your life on a roller coaster.

With over 125 years of combined experience, our team will keep you in the loop, on the right course, and adjust as needed.

When we do what we do best, you reap all of the benefits.

What’s stopping you from offloading your financial worries?

08/20/2025

How confident are you in your business’s safety net?

Underinsurance doesn’t just happen when owners try to save a dollar or two.

It can also happen when you underestimate the value of your assets.

Think property. Inventory. Equipment. Key employees.

And if your safety net isn’t rightsized to your needs, you’ll have to cover what a claim won’t–creating a financial or even a reputation cost that your business can’t recover from.

Our name–360 Wealth Planners–reflects our commitment to full-circle financial planning.

Helping you find comprehensive asset protection strategies is an important piece of the puzzle

Reach out via the link below for an audit of your business coverage.

Address

15110 Dallas Pkwy, Suite 500
Dallas, TX
75248

Opening Hours

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

Website

http://www.360wealthplanners.com/

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