Canopy 360

Canopy 360 Canopy 360 is on a mission to educate & empower individuals to manage wealth and grow business.

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This past Monday, our team officially wrapped up our book study of The Psychology of Money! We’ve had some great convers...
09/02/2026

This past Monday, our team officially wrapped up our book study of The Psychology of Money! We’ve had some great conversations about the way our experiences, behaviors, and perspectives shape how we think about money.

To wrap it up, we’re sharing a few of the quotes that stuck with us. We can definitely say this one earned a spot on our recommended reading list 👏

08/26/2026

College is expensive… so how can you plan ahead? 🎓

From 529 plans to scholarships and state programs, knowing what resources are available can make a big difference!

Planning for your child’s education? Our team can help make college costs part of your bigger financial plan. Give us a call at 352-657-3600 or visit our website to get started!

08/21/2026

We’re working hard for our families over here!

For many of us, that’s the motivation behind what we do every day, which feels especially fitting in a business where we get to help other families plan for the people and things that matter most to them.

What motivates you to work hard every day? Let us know below!

08/19/2026

Andrew has officially wrapped up his summer internship at Canopy 360!

From sitting in on client meetings to helping build financial plans, Andrew got a behind-the-scenes look at how our team creates plans around each client’s unique goals and needs.

We enjoyed having Andrew as part of the Canopy team this summer and wish him the best in what’s ahead! 👏

08/14/2026

Happy National Financial Awareness Day!

As financial advisors, our work goes far beyond the numbers. We help make big decisions feel more manageable, bring clarity to complicated conversations, plan for the “what ifs,” and build a financial plan around what matters most to you and your family.

If this is the kind of guidance you’ve been looking for, we’d love to talk. Give us a call at 352-657-3600 or visit our website to get started!

08/11/2026

Financial planning is a lot like building LEGOs 🧱

You don’t build the whole thing at once. You follow the plan, piece by piece, and over time, those small steps can build something pretty incredible.

Your financial future works the same way. Ready to start building? We’re here to help you put the pieces together.

08/04/2026

One thing we never stop investing in? Learning. 📚🌿

Our team has been reading The Psychology of Money by Morgan Housel, and today we’re sharing some of our favorite takeaways so far.

One insight that both Jamie and Russell highlighted is that we all make financial decisions based on our own unique experiences. What makes sense for one person may not make sense for another.

That’s a principle we believe in at Canopy 360. Every financial plan we create is built around you, your family, your goals, and the future you’re working toward.

We’ve been loving this book and highly recommend adding it to your reading list! 📖

Not all debt is bad! 💵Throughout July, we've been talking about debt and how to make informed decisions when borrowing m...
07/30/2026

Not all debt is bad! 💵

Throughout July, we've been talking about debt and how to make informed decisions when borrowing money. One of the biggest takeaways? Debt isn't automatically good or bad. It all comes down to whether it's helping move your financial plan forward.

If you're weighing a big financial decision and aren't sure what makes the most sense for your situation, we're here to walk alongside you and help you create a plan that's built around your goals.

📞 Give us a call at 352-657-3600 to start the conversation!

07/28/2026

Should you buy your next rental property with cash... or use a loan? 🏡

This month, we’ve been talking about debt… and today, Russell is breaking down one situation where borrowing money may make sense.

One of the biggest factors to consider is the relationship between your property’s cap rate and your cost of borrowing.

➡️ If your cap rate is higher than your borrowing percentage, financing the property may help move your financial plan forward.

➡️ If your borrowing percentage is higher than your expected return, paying cash may be the better option.

But here’s the most important takeaway: there isn’t a one-size-fits-all answer. The real question is “Does this move my financial plan forward?” Every decision should work together to help you reach your long-term goals 👏

Whether you’re considering your first investment property or adding to your portfolio, we’re here to help you evaluate your options and make decisions that align with your overall financial plan.

📞 Give us a call at 352-657-3600 to start the conversation!

07/17/2026

Retirement is about more than your finances… it’s about stepping into a whole new season of life.

Today, John David is sharing three things to focus on during those first few months of retirement:

1. Establish your new paycheck and spending plan.
2. Find your purpose, whether that’s spending more time with family, volunteering, traveling, or picking up a new hobby. 3. Think about the legacy you want to leave and how you want to be remembered.

Retirement isn’t just about leaving work behind, it’s about creating a life you love in what comes next!

If you’re preparing for retirement or looking for guidance as you settle into this new chapter, we’re here to help. Give us a call at 352-657-3600 or visit our website to start the conversation!

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104 SE 1st Avenue, Suite B
Ocala, FL
34471

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
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