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Insights

Stock Image

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Shuyang Balazi | May 1, 2023
Categories
Finance
Tax Planning
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Shuyang Balazi | Apr 8, 2023
Categories
Investments
Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Shuyang Balazi | Mar 3, 2023
Categories
Tax Planning
Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Shuyang Balazi | Mar 3, 2023
Categories
Investments
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Shuyang Balazi | Mar 3, 2023
Categories
Tax Planning
Man sitting on a park bench and working on a laptop

Financial FAQs

Shuyang Balazi | Feb 2, 2023
Categories
Finance
Retirement
Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Shuyang Balazi | Feb 2, 2023
Categories
Finance
Lifestyle
Woman sitting on a rock looking out at lake. In the distance is a large mountain range

It's Never Too Late to Save for Retirement

Shuyang Balazi | Feb 2, 2023
Categories
Retirement
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Shuyang Balazi | Jan 9, 2023
Categories
Investments
A row of houses along a canal

Retiring Abroad

Shuyang Balazi | Dec 1, 2022
Categories
Retirement
Lifestyle

Unwrap a Holiday with Less Financial Stress

Shuyang Balazi | Dec 1, 2022
Categories
Savings
Lifestyle
Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Shuyang Balazi | Dec 1, 2022
Categories
Retirement

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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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