360
PLANNING PARTNERS
Our mission is to provide financial products and services designed to suit each client's needs, circumstances, and long term aspirations. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.
"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."
LOOK FORWARD TO YOUR FUTURE
WHY 360 PLANNING PARTNERS?
MANAGE RISK
AND
PROTECT WEALTH
PREPARATION
FOR
YOUR FUTURE
More Than
25 Years Experience
LEADERS IN
THE
INDUSTRY
LONG TERM INVESTING STRATEGIES
Focus On
You
WHAT MAKES US DIFFERENT?
Equality
A person's value is not measured by their net worth.
Truth
People should always expect (and get) the whole truth.
360° Planning
There is more to financial well-being than just investments.
Simplicity
We'll talk to you in plain English and eliminate unnecessary complication.
Transparency
People should understand how much they pay and what they are paying for.
CONTACT US
For any inquiries, please call us:
205.970.5250 | Brian, Mark, Todd, Christopher & Rob
251.343.4855 | David & Ameina
251.633.6993 | Jane
334.605.1292 | John
334.412.0582 | Steven
our Locations
22 Inverness Center Parkway
Suite 120
Birmingham, AL 35242
169 Dauphin Street
Suite 203
Mobile, AL 36602
9071 Ohara Drive
Mobile, AL 36695
10983 Roanoke Loop
Daphne, AL 36526
1003 Broad Street
Suite A
Selma, AL 36701