360 Financial

09/02/2026

September is College Savings Month. If starting a 529 plan has been on your to-do list, now is a great time to take the first step. 💬

Have questions about saving for college or how a 529 could fit into your financial plan? Schedule a time to talk with one of our financial planners: https://na2.hubs.ly/H07wsfn0

09/01/2026

The 360 team took on the Minnesota State Fair! 🎡 We had a blast at the Great Minnesota Get-Together and were proud to be part of the record-breaking attendance this year.

We’re lucky to have such a great crew! If you’ve made it to the fair, what’s your must-have food? 👇

08/28/2026

On Wednesday, we had a wonderful time with some of our clients on a sunset cruise around Lake Minnetonka. It was a fun night of catching up, sharing some good food, and enjoying a beautiful evening on the lake.

We were lucky to have such great weather to go along with it!

Grateful to have such outstanding individuals as clients and friends. We truly appreciate each of you! ⛴️🌅

08/26/2026

Seven years of excellence! 🎊 Happy workiversary, Amy! Your drive, determination, and leadership continue to inspire everyone around you. Thank you for being such an important part of our team, we're grateful for all you do! https://na2.hubs.ly/H07s3bl0

08/24/2026

Does Minnesota have an inheritance tax? The short answer is no, but there’s an important distinction to understand.
Michael Urch breaks down Minnesota’s estate tax, how inherited retirement accounts are taxed, and what the 10-year rule could mean for your family.


https://na2.hubs.ly/H07mjYk0

08/21/2026

We’re honored to be named one of the Minneapolis-St Paul Business Journal's Best Places to Work! 🏆

We had a great time celebrating at CHS Field yesterday alongside so many outstanding companies and organizations from across the Twin Cities.

We’re grateful for the people who make 360 Financial what it is and for the clients and community who make what we do so meaningful. 🎉

08/20/2026

Building wealth takes time. Deciding what you want that wealth to do for your family takes thoughtful planning. 🧑‍🧑‍🧒‍🧒

Whether you’re growing your wealth or thinking about what comes next, we’re here to help.
Let’s start the conversation: https://na2.hubs.ly/H07b0cJ0

08/17/2026

At 360 Financial, we believe your financial plan should start with your life, not your money.

That’s why we lead with F.O.R.M.: Family. Occupation. Recreation. Money. And we think about them in that order.

The LifeWealth Process is built around what matters most to you, helping us create a plan that reflects your goals, priorities, and the life you want to live.

Because money is important, but it’s not the whole picture. 🖼️

08/13/2026

Our 360 Financial team had an incredible time at the conference in San Diego! 🌴

They had the chance to connect with industry leaders, learn from others, and share some of the great things we’re doing here at the office.

We’re especially proud of Amy for taking the stage and sharing some of the innovative ideas she’s implemented, including our beloved office roosters! 🐓 We couldn’t be more proud of how she represented our team and shared her expertise with others. 💙

08/11/2026

Your home. Retirement accounts. Business interests. Even life insurance.
They may all count toward your taxable estate in Minnesota.

In this video, one of our financial advisors, Will Grant, explains how Minnesota's estate tax works and shares planning strategies that can help preserve more of your wealth.

Watch now 💻:

Minnesota has one of the lowest estate tax exemptions in the countr...