360 Investment And Retirement Advisory (360 IRA)
About
Fiduciary advisor firm focused on honest, transparent and comprehensive investment and retirement services.
Helping those live comfortably and enjoy retirement.
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Frequently asked questions
What is your typical process for working with a new customer?
Complimentary meeting to go over client's needs and what we can offer to see if there's a great fit.
What education and/or training do you have that relates to your work?
Series 65 Investment Advisor Representative, Insurance licensed in numerous states, Chartered Federal Employee Benefits Consultant
Do you have a standard pricing system for your services? If so, please share the details here.
Fiduciary goal is to achieve client goals while minimizing fees
How did you get started in this business?
Originally an engineer. After watching my grandmother lose her retirement to the stock market in 2008, I decided to follow my passion for investing and change careers. Ever since then, I work every day helping people structure their investments for a solid, comfortable and relaxing retirement.
What types of customers have you worked with?
I specifically focus on those near and in retirement.
Describe a recent event you are fond of.
Every day I wake up and see my family is a great day.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find a person that values your needs, and will be here for you and your family; not someone who reports to a large organization who values their shareholders.
What questions should customers think through before talking to pros about their needs?
Think about what you truly want in retirement, with regards to your money, and what type of relationship you want with your advisor. Does the advisor report to large bank or brokerage firm who must keep their shareholders happy? Will the advisor be there in 1, 2, or 5 years - or do the advisors move around frequently?