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Investor 360
i360 is a digital platform that helps consolidate all your holdings,
accounts, and insurance on one digital platform available anytime, anywhere - from any device.
The Financial Planning Experience
Our advanced technology platform provides quarterly updates with educational, timely, and interactive content to help develop your financial growth.
Not a financial planning client? Learn more about our process and ongoing experiences below. ↓
Some goals, like planning for retirement, are easy to name. Others may not be as evident. Through a collaborative and comprehensive planning process, I can help you articulate, visualize, and prioritize both short- and long-term goals, while also helping you identify solutions that may help you reach those goals.