About Capital360Financial


Capital360Financial, LLC is a comprehensive financial planning & wealth management firm that assists individuals and small businesses with achieving their financial goals. We are in a unique position to meet all of your financial planning needs all under one roof. Our typical client engages with us to create a coordinated plan to address short and long-term financial planning needs, customized and proactive investment management, estate planning & risk management reviews. In addition to our in-house expertise, we have a team of trusted advisors who we can use to implement any recommendations such as insurance needs or legal services.

Who We Serve

 

Individuals and Families

 

Business Owners

 

Medical Professionals

 

Engineers

 

Corporate Executives

 

Women in Transition

 

Young Professionals

Our Services

 

Retirement Planning

Retirement Planning

Long before retirement even hits our radars, we
 

Estate Planning

Estate Planning

For some people, financial planning is mainly

Our Products

 

Annuities

Not everyone of us is equally prepared for retirement. While some of

 

Retirement Savings Accounts

When you are young and just starting a professional life, retirement
 

Individual Securities

Individuals have access to a variety of investment vehicles that can
 

Small Business Retirement Plans

The creation of the Simplified Employee Pension (SEP) and the Savings

Why Us


Rather than providing a focus on selling financial products, we have a FEE ONLY approach that focuses on delivering services to our clients. The end result is a highly individualized approach that aims towards goal prioritization & achievement, wealth accumulation, wealth preservation & wealth distribution.

 

 

How Can We Help You?

Find out how we can help you reach your financial freedom

Learn More Contact Us

Shuyang Balazi

Senior Fiduciary Wealth Management Advisor
shuyang.balazi@capital360financial.com
417 350 1113

Shuyang Balazi is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. Over the past years, she has worked with many clients to help them choose, invest, and manage plans that will offer suitable investments and excellent returns. As a financial planner, Shuyang's main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change.  Shuyang will always listen to your concerns, share all information about potential investments, including benefits, risks, and treat your financial goals with the same care and interest that she devotes to her own. Shuyang looks forward to being yours trusted advisor and expert resource as you build a customized portfolio of investments. Contact Shuyang Balazi, Senior Fiduciary Wealth Management Advisor/President by phone at 417 350 1113 or email at and let’s get to work on your future.

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