Full Circle 360 Platform Our Active Investment Management Solution
Our Full Circle 360 platform was designed to emulate the traditional financial advisor experience through our online platform, giving our clients a higher level of benefits and services than most would receive while working with a traditional advisor. All of our exclusive benefits are included for a fixed annual management fee. Below are some of the benefits and services included with a Full Circle 360 membership.
Opening a Full Circle 360 Account
Open up a Full Circle 360 account in 4 simple steps!
- Set an appointment with an advisor to discuss your specific investing needs and goals and address any concerns you might have.
- Fill out our online application.
- Transfer in outside assets or fund your account.
- Your Advisor presents your custom strategy and implements your investment solution.
Benefits for Portfolios of All Sizes:
Clients who join our Full Circle 360 platform are generally looking for investment management which is specifically designed for their financial situation, goals, and desired outcomes. With this in mind, your advisor will build you a custom portfolio and actively manage it for you on a daily basis, ensuring your portfolio consistently stays in line with your goals and objectives.
Clients on our Full Circle 360 platform will receive a dedicated investment advisor who will actively manage their investment portfolio, and provide complimentary consultations throughout the year to answer any portfolio or finance related questions the client might have. These consultations can be performed through video conferencing, phone conferencing, or in-person meetings.
Because 401(k), 403(b), 457, SEP IRA and SIMPLE IRA accounts are the #1 investment vehicle for Americans, we want to help our clients ensure the retirement accounts they have outside our platform are still in line with their risk tolerance and time horizon. The best way for your advisors to do this is to perform a Retirement Plan Account Review. During this review your advisor will make investment and contribution recommendations to help lower your investment fees and keep you on track with your financial goals.
Portfolios above $100,000 receive all the benefits above, plus:
The best way to get from Point A to Point B is not a straight line; it's by using a map. In the investment management world, a Financial Plan is the road map that will help steer you down the path to financial success. Our complimentary financial planning process takes a look at your assets, debts, future expenditures and financial goals, and builds you a plan on how best to achieve all your financial goals.
Life insurance is the best way to secure your family’s financial future after your passing. With life changing constantly, it is very important that you review your life insurance needs on an ongoing basis. By offering life insurance reviews to our clients, we help ensure they will have the right protections in place to support their family in the event of a sudden passing.
Portfolios above $350,000 receive all the benefits above, plus:
As the tax code becomes more and more complex, we want to ensure our clients receive every tax credit and deduction that they deserve, while making the tax filing process as easy as possible. For our Full Circle 360 clients, one of our CPAs will put together and file your federal and state return for you at no cost.
Our comprehensive financial planning process helps take your financial plan to the next level. During this process your advisor will take a deeper look into your retirement planning and financial goals, risk management, tax management, and estate planning. This comprehensive analysis will help you determine your true financial condition and inform you on the steps necessary to get you where you want to be financially.
Portfolios above $750,000 receive all the benefits above, plus:
Estate planning is the best way to ensure that your wishes are carried out the way you intended them to be after you pass. As a result, you'll want a clear set of instructions stating who will receive your assets and when they will receive it. Because the estate planning process and documentation can be quite complex, we make available to each qualifying household a complimentary estate plan which includes a living trust, medical directives and a power of attorney.
It’s Time to Get Started
Receive all the tools and benefits necessary to reach your financial goals.