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THE CLARITY
NAVIGATOR

Life Easier & More Profitable

About

We Create Awesome Stuff

360° Wealth Resources is about making your life easier and more profitable.

Our firms expertise is in decumulation – the conversion of assets accumulated during your working life into a pension-like income delivered in a sustainable inflation adjusted way during your entire life. We keep you moving forward by identifying three key features that focus both your fears and goals to personalize a solution and map the right course of action just for you.

My Dangers

EXAMPLES:

  • no plan for success
  • wrong teammates
  • unknown volatility of current & future consumption
My Opportunities

EXAMPLES:

  • clarity of my success trajectory
  • a clear view of my money at work
  • family office services
My Strengths

EXAMPLES:

  • passion, skills, interest
  • money producing potential
  • excellent teammates

360° Wealth Resources manages custom investment solutions for a base of clients including, entrepreneurs, retirees, insurance and legal executives, 401(k)/Qualified Plans and various institutions.

Both the 360° Wealth Resources client experience and investment process deliver expertise and intellectual capital, that never relies on opinion or a guess. We help clients pursue clarity for the purpose of their success and to support the most effective plan to achieve that purpose. 360° Wealth Resources is built on the knowledge that client goals are best met through careful selection and collaboration with other professionals. For individuals, that can mean tax, retirement, estate, and philanthropic resources; for institutions, it means fiduciary services and for 401(k) Plan Sponsors ensuring ERISA and Department of Labor compliance.

How We Work

WHY I USE A FINANCIAL ADVISOR

LIFE
IN A BOX

CREATIVE
PLANNING

INTRODUCTION TO
DIMENSIONAL

THE OLD WAY VS. THE NEW WAY

360°WR is committed to helping you navigate the way through your life’s journey by providing you with services that take the guess work out of planning your financial future.

We Are 360° Wealth ResourcesWe Are Problem SolversWe Are OrganizersWe Are CoachesWe Are StrategistsWe Are TacticiansWe Are Philanthropists

— and how can we be of service? —

The Clarity Navigator

Over the years we have developed a system to service the complexity of your financial life and mold it into a planned and manageable solution using our carefully curated tools. Introducing, The Clarity Navigator, devised off our distinct tools to identify your strengths, weaknesses, and goals to create a financial, long term solution that is just right for you.

WHO WE ARE


”the quality of a person’s life is in direct proportion to their commitment to excellence.” – Vince Lombardi

360° Wealth Resources works with you to intimately understand your optimal outcomes and precisely identify your future income needs. This allows precision in the allocation to volatility and non-volatility portfolios, that account for the when and how much of all your cash flow requirements.

Qualifying clients may also access comprehensive “Family Office” services.

Process

How We Make Life Easier & More Profitable

360° Wealth Resources provides totally customizable solutions and available resources, reflecting a 100% “open architecture” resourcing model. As a Fiduciary, we are aligned with your interests always. We deliver to spec per your unique needs – you name it. To do this effectively and in an accountable way, an exclusive and unique process called the Clarity Navigator was created. Each of the four structures contain detailed, powerful, process structures and is distinctly different in the job it performs.

The optimal application of the Clarity Navigator structures is to apply the Strategic Organizer first, then the Dimensional Experience, the Collaboration Network, and the Advantage Builder.

STEP 1

The Strategic
Organizer

STEP 2

THE DIMENSIONAL EXPERIENCE

STEP 3

THE COLLABORATION NETWORK

STEP 4

THE ADVANTAGE BUILDER

Each has specific and complex deliverables, carefully categorized in 3 ways – Dangers Eliminated, Opportunities Captured and Strengths Maximized, with the inevitable outcome…your life easier and more profitable.

Client Stories

We are happy to be of service.

Carol & Chuck

Human Resources Expert & Manufacturing Engineer

Marlene

Former Special Risk Underwriter

Brian & Vicki

Emmy Award Winning Producer & Fourth Grade Teacher

client feedback

feedback is critical to everyone’s success



At 360° Wealth Resources we don’t want a client to have a need, challenge, concern or question that never gets addressed.

We love to learn what our clients and their families are thinking so that we can focus on what’s important to them and their specific needs. We also want our clients to know what we do.

After analyzing our internal data, it occurred to us that most clients only utilize 30% of the services we offer. We took the opportunity to learn a little more about our clients – what they need, what they like, and how to make our services better available to them. Here are some of their responses.



The Team

Your success depends on having bigger, faster, stronger teammates.

We use our experience, background & training to pick great teammates that make your life easier & more profitable.

TIMOTHY BROWN

Managing Member

Dean rowbotham

Associate

institutional partners

Resources for You

WE BELIEVE IN THE FOUR-WAY TEST

The Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their personal and professional relationships –
of the things we think, say or do.

1. Is it the
TRUTH?

2. Is it FAIR to all
concerned?

3. Will it build GOODWILL &
BETTER FRIENDSHIPS
?

4. Will it be BENEFICIAL
to all concerned?

Contact

Keep In Touch



Tel.: (310) 821-2255


marina del rey, ca

clientcare@360wealthresources.com
www.360wealthresources.com