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Your partners for the road ahead
Cast your vision for your financial future. And let’s get there together.
Trustworthy
We are a no-pressure partner, acting in your best interests and making sure you’re comfortable before we put any strategy into action.
Experienced
We base our recommendations on the facts and on years of experience in financial planning and investments. We help provide a historical perspective on what has worked (and hasn’t worked) in the past.
Independent
We are independent, unbiased, accurate and reliable. We built our firm on integrity and trust, because doing what’s best for clients is also what’s best for our business.
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unique as you.
Whether you’re an experienced investor, a business owner or a financial newbie, we create personalized plans and strategies that help you live in abundance.
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Developing a financial roadmap that’s focused and disciplined to help you live a more comfortable life.
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Making transparent, cost-effective choices that provide the right portfolio mix for you.
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Coronavirus & More

In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment trial in American history.
 

The SECURE Act-Long-established retirement account rules change

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years.
 

Key Provisions of the CARES Act

Recently, the $2 trillion "Coronavirus Aid, Relief, and Economic Security" ("CARES") Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.
 
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630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607

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Securities and Advisory Services offered through United Planners Financial Services Member: FINRA, SIPC 360Blue Financial Strategies and United Planners are not affiliated.

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This information is intended for use only by residents of  AZ, CA, CO, FL, IL, MI, MO, NV, OH, UT, VA, WI Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, IL, MI, OH, VA, WI.
 

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