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Insights

Planned Giving Goes Further

Shuyang Balazi | Apr 10, 2020
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5 Year-End Tax Planning Opportunities for the Savvy Investor

Shuyang Balazi | Apr 9, 2020

Investing in the Wake of COVID-19

Shuyang Balazi | Apr 8, 2020

Art as an Investment

Shuyang Balazi | Apr 7, 2020

Investing 101

Shuyang Balazi | Apr 6, 2020

Suggestions for Long-Term Financial Health

Shuyang Balazi | Apr 4, 2020

How to Protect Your Personal Data Online

Shuyang Balazi | Apr 3, 2020

AICPA Highlights 6 Recent Personal Finance Trends

Shuyang Balazi | Apr 2, 2020

Getting the most out of a 529 Savings Plan

Shuyang Balazi | Apr 1, 2020

Why Do People Invest in Stocks?

Shuyang Balazi | Mar 31, 2020

Buying Your First Home

Shuyang Balazi | Mar 30, 2020
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Why Financial Planning is an Absolute Necessity for Everyone

Shuyang Balazi | Mar 29, 2020

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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Capital 360 Financial 
1860 W Arbor St.
Springfield, MO 65807
United States

Phone:
417-350 1113

Email:
info@capital360financial.com

Client Customer Service: 1 (877) 442-2757

07:00 am- 7:00 pm (Mon - Fri) (America/Chicago)

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

The firm is a registered investment adviser with the state of Missouri ( any other states it is registered in)  and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. registration with the united States Securities and Exchange Commission or any state securities authority does no imply a certain level of skills or training.

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