180 Financial Solutions

Individual and Families

If you fail to plan, you plan to fail!

Why Choose Us

Individual Wealth that lasts.

We help individuals and families protect, grow, enjoy, and ultimately bestow a generational legacy.
Life happens. Our financial strategies are designed to work under a broad range of circumstances. While we cannot predict the future, we can help you plan for it.
Our Holistic Approach

Our holistic approach empowers you to take care of your loved ones, no matter what life may bring.

1. Understand

During our initial planning phases, we listen to you in order to best understand your objectives, obstacles, desires, and goals.

2. Create

Our team will work to create a comprehensive, customized plan to accomplish your goals that empowers you and your family with options for your future.

3. Foster

We cultivate a continued relationship with each of our clients to ensure objectives are continually being satisfied.

Protect Your Family & Wealth

Insurance
Life Insurance

Life insurance can financially protect your loved ones by providing a tax-free payment to them if they should lose you. Our advisors are prepared to walk you through the varieties of life insurance, which you can choose based on your needs, including term life insurance, whole life insurance, and universal life insurance.

Insurance
Disability Insurance

Disability insurance provides partial income replacement so you can pay your bills if you get too sick or injured to work. Disability events happen to more people more often than you may think. Our team can show you how to safeguard your income stream, so that you can continue to provide for yourself and your family, just in case.

Taxes
Tax Management Strategies

When it comes to managing the tax burden facing your personal wealth, opportunities tend to fall into one of two categories: tax deferral or tax-free income. You’re likely more familiar with the former, as accounts like your 401(k) or individual retirement account (IRA) offer you the ability to grow your retirement income while your tax liability are postponed until those funds are withdrawn.

Wealth
Protect Your Hard-Earned Wealth

Don’t let the effort that goes into growing your personal wealth go to waste. Trust our team here at 180 Financial Solutions to provide you with the tax management strategies you need to optimize every dollar saved. For more information, take a moment to fill out our online contact form.

College
College Funding

Our advisors can show you how to utilize creative alternative financial vehicles and strategies for college or graduate school education.

Finance
Retirement

Our financial plans evaluate various potential sources of income, such as Social Security, pensions, annuities, and whole life insurance. Our aim is to provide you with the income stream you need to fully enjoy whatever you want your retirement to be.

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