369 Financial, LLC

Why 369 Financial, LLC? To educate you on the best ways to grow wealth so that you can spend your money guiltlessly Working at a few different large financial institutions, it was apparent that many advisers were trained in ways their company wanted them to act. When it comes down to it, we’re all human beings not human doings and this is important in all facets of life. This is especially true when it comes to managing money and the freedom it provides you and your family to grow in ways that may have seemed impossible. Looking around the world, it’s disheartening to see other people take advantage of others just go get ahead a few bucks. Now, we care about providing for ourselves and our families just as much as anyone. This doesn’t mean we’re going to place you into an investment product after providing you a comprehensive financial plan. We’re going to build you a custom strategy that will assist you in placing you into a position where you’re able to spend the money you’ve worked hard for guiltlessly. We believe in the quote, “If you want to go fast, go alone, but if you want to go far, go together.” Let’s go together and start making a difference in your life today! How is 369 Financial, LLC Different? Utilizing a tactical lifestyle investment strategy, we’re able to manage your money in a similar manner as large endowments such as Harvard & Yale. Unlike other firms that focus only on asset diversification, we focus on time diversification. This provides you a well-known way of getting what an economist refers to as a “free lunch.” By spreading your money across different investments historically, you’re able to earn near the same return with lower risk or a higher return for the same amount of risk. What does 369 Financial, LLC Represent? 369 stands for, "Growth, Family, & Philanthropy."