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?
25 Years Experience
LONG TERM INVESTING STRATEGIES
WHAT MAKES US DIFFERENT?
A person's value is not measured by their net worth.
People should always expect (and get) the whole truth.
There is more to financial well-being than just investments.
We'll talk to you in plain English and eliminate unnecessary complication.
People should understand how much they pay and what they are paying for.
For any inquiries, please call us:
205.970.5250 | Brian, Mark, Todd, Christopher & Rob
251.343.4855 | David & Ameina
251.344.1480 | Pat
251.633.6993 | Jane
22 Inverness Center Parkway
Birmingham, AL 35242
169 Dauphin Street
Mobile, AL 36602
900 Western American Circle
Mobile, AL 36609
9071 O'hara Drive
Mobile, AL 36695