We shape our entire 360° planning process so every recommendation, from investment selection to tax strategy, is made solely to help advance your goals.
FIRST
We'll map your objectives, resources, and risk tolerance, providing a clear, 360-degree view of where you stand today.
NEXT
We help synchronize income planning, investment management, tax efficiency, and estate directives, with each element designed to support each other.
FINALLY
We provide ongoing oversight and adjustments to your plan to help ensure it evolves with market conditions and your life’s changes.
What sets 360IRA Apart
We help federal employees align timelines, benefits, and decisions into one coordinated plan—to help you retire with clarity and confidence.
We specialize in federal benefits
Every advisor holds the ChFEBC℠ designation, and we’ve built an entire training platform (USFEDS) to fully understand the details.
We don’t just build plans
Our 360º strategy integrates income, investments, and taxes in a way that is designed to help protect your wealth and make it go further.
We simplify the complex
No matter your financial goals that brought you here, we translate every moving part of your strategy into guidance you can act on.
We plan for all market scenarios
We build retirement strategies that are designed to hold up under pressure and help ensure every detail is included.
Our team is built to serve
No pressure • Clear answers
We’re here to help you make sense of it all.
Whether retirement is around the corner or already here, we’re happy to help you see how everything fits together— so you can feel confident moving forward.
St. Charles, MO
2225 Bluestone Drive
St. Charles, MO 63303
Memphis, TN
Clark Tower (27th floor)
5100 Poplar Ave
Memphis, TN 38137
St. Louis, MO
3636 S Geyer Rd, Suite #100
St. Louis, MO 63127
Plymouth Meeting, PA
American Executive Center
600 W Germantown Pike, STE 400
Plymouth Meeting, PA 19462
We are a financial firm helping clients prepare for retirement using insurance and investment products and services. We are not affiliated with or endorsed by any government agency. We do not provide tax or legal advice or services.
Advisory and Insurance services are offered through 360 Investment and Retirement Advisory LLC, a Registered Investment Advisor in the States of Missouri and Pennsylvania.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict or project future results.
This website is for informational purposes only and should not be construed as a recommendation or advice for your particular situation.
*Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
** We do not provide tax, legal or estate planning services or advice.
***Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.