F C 360

At FC360, we believe in taking a holistic approach to financial management. As a full-service advisory firm, we strive to provide our clients with comprehensive solutions to their financial needs. We understand that every individual's financial situation is unique, and we pride ourselves on our ability to tailor our services to meet the specific needs of our clients.

Wealth Management

Our wealth management services are designed to help our clients achieve their financial goals by providing them with a range of investment options. We believe in a fiduciary approach, which means that we prioritize our clients' best interests above all else. We take pride in our low-cost investment vehicles and our proactive approach to portfolio management.

Tax Services

At FC360, we understand the importance of tax planning in achieving our clients' financial goals. Our tax services are designed to help our clients minimize their tax liability and maximize their tax refunds. We believe in a proactive approach to tax planning, which means that we work closely with our clients to identify areas of tax savings and implement strategies to reduce their tax liability.

Estate Planning

We believe that estate planning is an essential part of achieving our clients' financial goals. Our estate planning services are designed to provide our clients with peace of mind, knowing that their assets are protected and their loved ones are taken care of. We offer a range of estate planning tools, including living trusts, wills, and powers of attorney.

Insurance and Legal Services

At FC360, we believe that insurance and legal services are critical components of a comprehensive financial plan. Our insurance services are designed to provide our clients with the protection they need to achieve their financial goals. Our legal services are designed to provide our clients with the guidance and support they need to navigate the complex world of financial planning.

Our Team

At FC360, we pride ourselves on our team of experienced professionals who are dedicated to providing our clients with exceptional service. Our team is led by experienced financial advisors who have a deep understanding of the financial planning industry. We believe in a team approach to financial planning, which means that we work closely with our clients to understand their needs and provide them with personalized solutions.

Our Services

At FC360, we offer a range of financial services designed to help our clients achieve their financial goals. Our services include:

• Wealth management
• Tax services
• Estate planning
• Insurance services
• Legal services

Our Headquarters

Our headquarters are located in Roseville, California, and we serve the greater Sacramento area and surrounding communities. We are proud to be a part of the California community and are committed to providing our clients with exceptional service.