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Insights

A retiree couple in a meeting with a professional. They are all looking at a laptop screen

Preparing for Lifetime Income in Retirement

Shuyang Balazi | Oct 4, 2022
Categories
Retirement
Hand holding a page with several charts on it

Asset Allocation and Risk Allocation

Shuyang Balazi | Oct 4, 2022
Categories
Investments
Hand holding a large bundle of balloons

What to Do With with a Sudden Windfall

Shuyang Balazi | Oct 4, 2022
Categories
Finance
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.

Financial Planning Basics: Creating and Maintaining a Budget

Shuyang Balazi | Oct 4, 2022
Categories
Savings
Finance
A black and white image of a couple laughing

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Shuyang Balazi | Oct 4, 2022
Categories
Savings
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.

Is it Always Better to Purchase a Home?

Shuyang Balazi | Oct 1, 2022
Categories
Real Estate
Property
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Shuyang Balazi | Sep 2, 2022
Categories
Investments
A couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

Shuyang Balazi | Sep 1, 2022
Categories
Family
Finance
Focused young woman shopping online on her laptop

Financial Planning for Young Professionals

Shuyang Balazi | Aug 1, 2022
Categories
Investments
Finance
A teenager holding a yellow and blue longboard talking to her friend

Finance Lessons for Your Teen

Shuyang Balazi | Jul 15, 2022
Categories
Family
Finance
Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

Shuyang Balazi | Jul 5, 2022
Categories
Finance
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Shuyang Balazi | Jul 5, 2022
Categories
Investments

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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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