360 Wealth Consulting

Logo Name：

360 Wealth Consulting

Company Intro：

360 Wealth Consulting is an Accounting and Investment Advice services firm. Our primary client is a Business Owner or Family with flush cash flow looking for tax management, investment strategies and asset protection. We've combined the accounting and financial planning industries into one. Businesses: Real Estate Management (Realtors, Brokers, Rental Property, House flippers, etc.) Construction (Plumbing, electrician, Landscapers, Handyman, general contractors, etc.) Attorney Medical (Dr, Dentist, Nurses, Surgeons, etc.) Auto sales/service/Dealerships Engineering Firms Individuals: Trusts Estates Family LLC Closely Held Businesses Accredited Investors

Instructions：

I have attached forms I am currently using to explain our business. Our website is currently discover360financial.com - 360 Financial Solutions was the name I've used the past decade. I am looking to rebrand and explain my merged accounting and investment service. MichaelSheltonConsulting.com may also help with communication ideas.

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