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Insights

Unwrap a Holiday with Less Financial Stress

Shuyang Balazi | Dec 1, 2022
Categories
Savings
Lifestyle
Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Shuyang Balazi | Dec 1, 2022
Categories
Retirement
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one

Informed Donating

Shuyang Balazi | Nov 1, 2022
Categories
Lifestyle
Family
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Retirement Plan FAQs

Shuyang Balazi | Nov 1, 2022
Categories
Retirement
Investments

Medicare in 2023: Here's What You Need to Know

Shuyang Balazi | Nov 1, 2022
Categories
Health
Retirement
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.

4 Tips for Minimizing Financial Anxiety

Shuyang Balazi | Nov 1, 2022
Categories
Finance
Lifestyle

The 2023 Cost-of-Living Adjustment

Shuyang Balazi | Nov 1, 2022
Categories
Retirement
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Personal Finance Mistakes to Avoid

Shuyang Balazi | Nov 1, 2022
Categories
Finance
Savings
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

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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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