Services
Financial & Investment Planning
Building a successful plan starts with understanding you, your risk tolerance, and objectives. Investment management flows out of this plan and determines the right type of investments.
- Retirement Planning/Estate Planning
- 401(k) Plans/403(b)’s/457’s
- Education Planning
- Profit Sharing
- Stocks/Bonds/IRA’s Annuities
Wealth Management
More than investment advice some individuals require a plan that encompasses all aspects of their financial life. You may require an integrated approach with coordinated services to manage assets.
- Charitable Planning/Donor Advised Funds
- Business Income Strategies
Tax Planning
An analysis of your financial plan should ensure all elements work together to allow you to pay the lowest taxes possible.
- Roth Conversion Strategies
- Capital Gains Tax Consideration
- Income Tax Planning
- Estate Taxation Planning
Business Succession & Retirement Planning
A private, owner-managed, partnership or family-owned business requires a thoughtful plan that can drive the growth of the business, reduce taxes, and set the stage for retirement.
- Portfolio Analysis/Financial Plan
- Key Man Insurance
- Buy-Sell Agreements
- Estate & Gift Taxes
- Cash Balance Plans
- Facilitation of retirement for current leadership
Insurance Planning
A critical component of a comprehensive financial plan evaluates risks and determines the proper type and amount of coverage to mitigate those risks.
- Long Term Care Protection
- Life Insurance
- Disability Income
- Medicare & Prescription Drug Coverage
- Annuity Evaluation
Social Security Structuring
You’ve heard it said that timing is everything. This is never truer than when it comes to electing when to receive social security in retirement and there are many things to consider and numerous strategies you should explore.
- How is other income taxed?
- How does the spousal benefit work?
- Will I pay taxes on social security?
- Should I wait to full retirement age to collect, file early or delay?
- Is there an income strategy with other investments I own to maximize income and minimize taxes?
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.
Schedule your complimentary Strategy Session.
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.