Financial & Investment Planning
Financial & Investment Planning
People don’t plan to fail they fail to plan or develop a discipline to work the plan. With no commitment there are only promises and hopes but not plans. The formation of financial plan is the bedrock to building a successful future and freedom to enjoy the things that money can buy. Money equals choices. The more one has the more choices are available.
Our firm designs a financial plan that integrates your personal strategy for managing risk, optimizing portfolio growth, and enhancing stability in both the short and long run. It plans for the uncertainties of market volatility and the unexpected things in life that require a contingency plan for income.
Having a skilled and experienced team on your side will aid you in this process. As a fiduciary advisor we consider all aspects of your financial situation- current assets, expected growth, tax concerns, cash flow and income needs, current and future financial needs, retirement needs, social security strategies, and estate planning. We create a comprehensive strategy in collaboration with you to meet your life objectives.
Disclosure
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and 360 Capital Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the BCM firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting BCM.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.
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Listen to the Retire 360 Radio Show & Podcast hosted by Dwight Mejan for valuable insights and expert advice on retirement planning. Our show covers a wide range of topics from investment strategies to tax planning, and is designed to help you make informed decisions about your financial future.