Total 360 Insurance & Financial Services, Inc.
Our Circle of Services
We are a full-service wealth management firm that help ensure you, your medical practice, and your family's financial security is protected. We are committed to helping individuals, physicians, and professionals pursue their financial goals.
Full comprehensive review
With each of our valued clients, we meet and provide a full comprehensive review of all areas of financial & insurance planning:
Personal Insurance and Asset Protection
Medical, Dental, & Vision Insurance
Life Insurance
Disability & Long-Term Care
Homeowner Insurance
Condo & Apartment Insurance
Auto Insurance
Renters Insurance
Personal Umbrella
Earthquake & Flood Insurance
Personal Articles Floater
Boats / RV's / & Motorcycles
Business Insurance and Risk Management
Group Medical, Dental & Vision
Group Life, Disability & Long-Term Care
Fire / Theft / & Liability Insurance
Workers Compensation
Property & Office Equipment
Commercial Auto
Crime policy & Employee Dishonesty Coverage
Professional Liability
Employment Practices Liability
Errors & Omission / Malpractice Insurance
Directors and Officers Insurance
Pollution/Contamination Insurance
Trustee Errors and Omissions Insurance
Retirement Planning
Tax Planning
Estate Planning
Saving for College Education
Employee Benefits & Pension
Review of existing policies & accounts for a second opinion
Methodical 4-step approach
Using our methodical 4-step approach, we develop and customize a comprehensive financial roadmap which we will help guide you to achieve those financial goals:
1. Listen to identify concerns, needs, and priorities
2. Explore and suggest potential options
3. Implement the proper solution
4. Continue to monitor and review on a regular basis
At each step of the way, we explain everything and answer any and all your questions. We ensure that our clients understand and feel comfortable with how our solutions will help address your financial concerns.