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Insights

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Video: Investing with a Financial Advisor

Shuyang Balazi | Feb 4, 2021
Categories
Investments
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Preparing for an Early or Unexpected Retirement

Shuyang Balazi | Feb 4, 2021

Medicare in 2021: Here’s What You Need to Know

Shuyang Balazi | Feb 4, 2021
Categories
Health
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Elections and the Stock Market: Much to Do About Nothing

Shuyang Balazi | Jan 30, 2021
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What is LifeLock and Can It Protect My Credit?

Shuyang Balazi | Jan 29, 2021
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Record Keeping in the Cloud – is it Safe?

Shuyang Balazi | Jan 28, 2021
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Your Longevity Compounds the Inflation Risk of Your Retirement Income

Shuyang Balazi | Jan 27, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Shuyang Balazi | Jan 26, 2021
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Don’t Let Email Hackers Spoof Your Advisor’s into Wire Fraud

Shuyang Balazi | Jan 25, 2021
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To Rollover or Not Rollover Your 401k Plan – It Depends

Shuyang Balazi | Jan 23, 2021
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Is an Investment Advisor Really Worth the Investment Advisory Fee?

Shuyang Balazi | Jan 22, 2021
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Vigilance and Diligence are Your First Defense Against Fraudsters and Identity Thieves

Shuyang Balazi | Jan 21, 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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