Skip to main content
360Blue Financial Strategies
 
630-318-7400 info@threesixtyblue.com Client Login
Wealth Management Pricing About Us Resources Contact Us

    You are here

  1. Home
  2. How We Help

How We Help

How We Help

We specialize in bringing clarity to people's financial lives. 

In today’s fast paced world, people are living busy, frenetic lives. Life’s changing realities impact people’s financial condition. We take a sensible approach when advising on financial matters. As part of ongoing dialogue, we often ask “what if” questions, seeking to improve preparedness for life’s risks and uncertainties. 

Life events and circumstances sometimes happen without warning. Many of these situations have financial consequences as well. Sometimes we receive good news and golden opportunities, other times we are met with challenges and hardships. Some episodes are major, some are not. Some examples include: childbirth, death, accidents, job change, career bonuses, retirement, health changes, marriage, living accommodation changes, educational expenses and business ownership situations. 

At such times, we are there to assist and support. We work with clients to strategize and respond, within the context of their individual financial dynamic.* We help clients face the inevitable trade-offs involved in financial decision making. The role we play differs based on the situation. Sometimes our involvement is simply acting as a sounding board for them. The bottom line is we are there for clients when needed, with the singular intention of making their lives easier.

 

*Securities and advisory services are offered through United Planners.

Not Sure How to Get Started?

Take a short quiz about your financial outlook and let's see how 360Blue can best serve you.

Start the Quiz

Sign up to our newsletter

Sign up to receive tips about investment strategies, retirement planning, saving for college and more.

What We Offer

Wealth Management Pricing About Us

Resources

Blog FAQ Quarterly Economic Updates Industry Links Events

Client Login

Axos Login Charles Schwab Login 360Blue Plan Portal

Contact Us

630-318-7400 info@threesixtyblue.com 15 Spinning Wheel Road, Suite 211
Hinsdale, Illinois 60521
159 North Sangamon Street, Suite 200
Chicago, IL 60607
(By appointment only)

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

Check the background of your financial professional on FINRA's BrokerCheck 

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.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

© 360Blue Financial Strategies. All rights reserved.
Terms & Conditions Privacy Policy

© 2025 360Blue Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals