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Insights

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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Repaying Student Loan Debt - 4 Tips to Get Started

Shuyang Balazi | Jun 6, 2022
Categories
College
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Should You Prioritize Retirement Savings over College Savings?

Shuyang Balazi | Jun 6, 2022
Elderly woman doing yoga in a park

The New Normal Retirement

Shuyang Balazi | May 4, 2022
Categories
Retirement
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

Shuyang Balazi | May 4, 2022
Categories
Finance
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

Shuyang Balazi | May 4, 2022
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Sending Your Kids to College: What Should You Really Expect?

Shuyang Balazi | Apr 6, 2022
Categories
College
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Shuyang Balazi | Apr 6, 2022
Categories
Retirement

Thinking of Filing for a Tax Extension? Here's What You Should Know

Shuyang Balazi | Apr 6, 2022
Categories
Tax Planning

Thinking of Filing for a Tax Extension? Here's What You Should Know

Shuyang Balazi | Apr 6, 2022
Categories
Tax Planning
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Shuyang Balazi | Mar 4, 2022
Categories
Finance
Tax Planning

Understanding Tax Scams

Shuyang Balazi | Mar 4, 2022
Categories
Tax Planning

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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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