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Insights

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Video: Why Financial Literacy Is Important

Shuyang Balazi | Sep 15, 2021
Categories
Finance
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Shuyang Balazi | Sep 15, 2021
Categories
Retirement
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Shuyang Balazi | Aug 28, 2021
Categories
Retirement
Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Shuyang Balazi | Aug 10, 2021
Categories
Savings
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Shuyang Balazi | Jul 6, 2021
Categories
Tax Planning
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Shuyang Balazi | Jul 6, 2021
Categories
Investments
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Shuyang Balazi | Jun 14, 2021
Categories
Finance
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Shuyang Balazi | Jun 14, 2021
Categories
Retirement
Man sitting at a long table in front of a window. He is looking at his phone.

Passive Income Investments: How to Make Your Money Work for You

Shuyang Balazi | May 18, 2021
Categories
Investments
Savings
Woman writing in a paper planner with a pen

Retirement Calculator: Are You On Track to Reach Your Goals?

Shuyang Balazi | May 18, 2021
Categories
Retirement
Savings
Businesswoman looking at her phone

The Pros and Cons of Investment Apps

Shuyang Balazi | May 18, 2021
Categories
Investments
Technology
financial professionals

Personal Liability Protection

Shuyang Balazi | Apr 1, 2021

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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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