COMPANY PROFILE 

Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our company and the associations we have developed are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

 

To help our valued clients work toward their financial independence and achieve their goals, we provide programs designed for a broad range of needs and circumstances, as well as a variety of product choices to help implement these strategies.

Through our business associations, we have access to the products and services from an impressive group of leading companies, which allows us to develop highly individualized strategies that are needs-based rather than product-driven.

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OUR TEAM

The 360 Planning Partners team can help you reach your investment goals by working with you to guide you every step of the way. The plan we create for our clients reflects every aspect of their lives, their needs, their family structure and their values.

Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients. 

Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. 

We look forward to helping you take control of your financial future.

Check the background of this financial professional on FINRA's BrokerCheck

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. (Equitable Financial Advisors in MI & TN.) Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

360 Planning Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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Christopher Lee

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