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Insights

Woman holding coins in hands.

Retained Life Estate: Open the Door to Tax Charitable Deductions

Shuyang Balazi | Oct 7, 2020
Hospital hallways.

What are Disabilities Policies and Why Would You Need One?

Shuyang Balazi | Oct 6, 2020
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Insuring Lifetime Income Sufficiency with a Split Annuity

Shuyang Balazi | Oct 5, 2020
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Robots versus Humans: Financial Advisers for the Digital Age

Shuyang Balazi | Oct 3, 2020
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Disability Insurance Tips for Professionals and Executives

Shuyang Balazi | Oct 2, 2020
Married couple a bench staring at ocean.

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Shuyang Balazi | Oct 1, 2020
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What College Students Need to Know About Money

Shuyang Balazi | Sep 30, 2020
Dad holding children in field.

Term vs. Permanent Life Insurance: What You Need to Know

Shuyang Balazi | Sep 29, 2020
Outdoor pool next to ocean.

How to Protect Your Finances While Traveling On Vacation

Shuyang Balazi | Sep 28, 2020
Wing of plane in sky.

Game of Life: Financial Planning At Every Age

Shuyang Balazi | Sep 26, 2020
Calculator with financial numbers.

All Gain with no Pain? What You Need to Know About Indexed Annuities

Shuyang Balazi | Sep 25, 2020

Financial Planning for Young Professionals

Shuyang Balazi | Sep 24, 2020

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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Capital 360 Financial 
1860 W Arbor St.
Springfield, MO 65807
United States

Phone:
417-350 1113

Email:
info@capital360financial.com

Client Customer Service: 1 (877) 442-2757

07:00 am- 7:00 pm (Mon - Fri) (America/Chicago)

  

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

The firm is a registered investment adviser with the state of Missouri ( any other states it is registered in)  and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. registration with the united States Securities and Exchange Commission or any state securities authority does no imply a certain level of skills or training.

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