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

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10/16/2026

You’ve worked hard to build a life for yourself and your family. But have you thought about what happens to everything you’ve built when you’re no longer here?

It’s not always an easy conversation, but it’s an important one.

Estate planning helps make sure your wishes are known and your loved ones aren’t left trying to figure everything out on their own.

If estate planning has been sitting on your to-do list, our team would love to help you get started! Give us a call at 352-657-3600.

Happy National Savings Day! 💰A little reminder from Warren Buffett that saving should be a priority, not an afterthought...
10/12/2026

Happy National Savings Day! 💰

A little reminder from Warren Buffett that saving should be a priority, not an afterthought!

Whether you’re saving for retirement, a big purchase, or the unexpected, being intentional with your savings is an important part of your overall financial plan.

10/09/2026

Building wealth takes consistency, and these three financial habits are a great place to start! đŸ€

1. WEEKLY: Review your cash flow 💰
Know what’s coming in, what’s going out, and whether your spending aligns with your financial goals.

2. MONTHLY: Check your investment strategy 📈
Review your contributions, allocation, and overall strategy to make sure they’re still aligned with your long-term plan, rather than reacting to every market move.

3. ANNUALLY: Review your tax strategy 📋
Look for potential tax-planning opportunities involving retirement contributions, charitable giving, and capital gains or losses.

Small, consistent decisions can make a meaningful difference over time. And having a financial plan helps keep all the pieces working together!

Meet the newest member of the Canopy 360 team, Amber! 👏As our Employer Plan & Operations Coordinator, Amber helps suppor...
10/07/2026

Meet the newest member of the Canopy 360 team, Amber! 👏

As our Employer Plan & Operations Coordinator, Amber helps support employers with the ongoing administration of their retirement plans, making sure both clients and their employees have the guidance and support they need along the way.

We’re so excited to have Amber at Canopy 360. Help us give her a warm welcome! 💙

10/03/2026

We asked our team to name their favorite thing in the office
 for Kristi, it’s her Starburst-filled gumball machine. For Jamie, it’s the Nespresso machine that’s hanging on for dear life! And for John David, it’s his growing LEGO shelf!

What’s one thing you couldn’t live without in your office?

09/30/2026

Trump Accounts are here, but where do they actually fit into your financial plan? 👀

Russell is breaking down one of the questions we’ve been hearing from parents lately, especially those who are already saving for their children through accounts like a 529.

The biggest takeaway? Don’t start with the account. Start with what you want the money to do. From there, you can determine which tools make sense for your family and your bigger financial picture đŸ€

Have questions about how this could fit into your plan? Give our team a call at 352-657-3600!

09/25/2026

Guess the Number: Office Edition! Hunter somehow nailed it on his very first try 👏 and Kristi wasn’t too far behind!

Meet the newest member of the Canopy 360 team, Kristi Gibbs! 👏As our Client Service Coordinator, Kristi helps make sure ...
09/23/2026

Meet the newest member of the Canopy 360 team, Kristi Gibbs! 👏

As our Client Service Coordinator, Kristi helps make sure our clients feel taken care of from the moment they walk through our doors. From scheduling meetings and opening accounts to helping new clients through onboarding and assisting with day-to-day requests, she’s often one of the first people you can turn to when you need something!

We’re so excited to have Kristi on our team. Help us give her a warm welcome!

A lot goes into managing the wealth you’ve worked hard to build.Investments, retirement, taxes, estate planning, family,...
09/18/2026

A lot goes into managing the wealth you’ve worked hard to build.

Investments, retirement, taxes, estate planning, family, legacy
 it’s all connected. That’s why we look beyond individual accounts and consider how the different pieces fit into your bigger financial picture.

Ready to start the conversation? Give our team a call at 352-657-3600!

09/15/2026

Financial planning is about so much more than money đŸ’”

It’s about your family, your goals, your time, your retirement, your legacy, and the life you’re building along the way.

Let’s make sure your financial plan reflects what matters most to you. Give our team a call at 352-657-3600!

Address

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

Opening Hours

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

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