Mike Rogers, owner of the Lake Minnetonka Triathlon, is also the President and founder of 360 Financial, a boutique wealth management firm that helps successful families, business owners, and top-of-their-field professionals move toward financial independence. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies specifically tailored to address the issues and concerns of qualified retirement plan trustees, high level professionals, and thriving business owners.
Based out of Minnesota, 360 Financial works with clients locally and across the United States. Whether you live in Minneapolis or Miami, we can help you with your retirement planning, financial planning, wealth management, and estate planning. We apply our proprietary Life Wealth Process to consider all the pieces of your financial puzzle and create a plan focused on your goals.
At 360 Financial, part of our philosophy is to treat our clients like family. Your financial advisor will take the extra time to get to know you on a deeper level so that your financial plan meets your needs.
Circumstances change. Life can throw the unexpected at you. And you may find that some of the goals you set for yourself no longer serve your purpose. During those times, your financial advisory team will be there to guide you.
Website: https://www.360financial.net/
WAYZATA LOCATION: 849 Lake Street E, Wayzata, MN 55391 (952) 542-8900
ELK RIVER LOCATION: 510 Freeport Avenue, Suite A, Elk River, MN 55330 (763) 241-0841
