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We are your local Dave Ramsey SmartVestor Pro!
360 Financial is happy to serve you in Roanoke and Lynchburg*!
Michael is well known as the areas go to Advisor for retirement planning needs. After rapidly growing a book of business at a Fortune 100 company, Michael went out on his own creating 360 Financial Solutions. Michael specializes in retirement income planning and is also an Investment Advisor Representative. Michael is best known in the Christian market, although not his exclusive market, because of his family's prominence and being a Dave Ramsey SmartVestor Pro as well as a Dave Ramsey ELP for Tax Services. With his known presence, Michael had to open a second office in Lynchburg* to handle the referrals he received from Thomas Roads Baptist Church and Liberty University.
Michael received the prestigious Chartered Retirement Planning Counselor designation from the College for Financial Planning. Michael has also been seen on NBC, CBS, The Roanoke Times, Daytime Blue Ridge and many other media sources providing advice. With this attention, Michael built a network with some of the best local strategic partners for his clients. Michael is actively receiving inquiries from companies, municipalities and churches for seminars because of his industry knowledge.
Michael is an Iraqi Freedom War Veteran that actively participates in many veterans' organizations and his church. He is also the President of the Brambleton Area Business Association. In his spare time, he likes to watch and play sports, cook and spend time with his family, especially his fun-loving 4-year-old daughter.
1) Helping pre-retirees transition into retirement:
This is a happy yet stressful time in our lives. We have accumulated assets throughout our working years, this is the time we stop working and withdrawal the dollars to live on. Company retirement plans are built to accumulate money during our working years, but not structured to distribute the money when retired. This is where I come in to help. I will work work with you and review your options based on your individual situation to help ensure the money lasts throughout retirement.
2) Helping businesses with their benefit plans
Having a business retirement plan can seem overwhelming. However, it is really easy to create. This is also essential to retain exceptional employees. I am ecstatic when I can help create a retirement plan for a company and show how easy it is. I am also grateful when I can show a company how to optimize their current plan with a few easy adjustments.
To set up a consultatation for information on retirement transition planning, company benefit programs, media quotes or appearance and seminar requests, please use our contact page:
*By appointment only