360 Financial Group helps individuals and families prepare for retirement through strategies focused on protecting savings, planning income, and building a solid financial foundation. The firm presents a straightforward approach guided by three principles: put safety first, seek a reasonable rate of return, and keep the plan simple. Its services include retirement planning, income planning, tax planning strategies, investment portfolio strategies, wealth management, and life insurance.

The firm also provides information about annuities, including fixed index annuities, tax-deferred annuities, and indexed interest potential, as well as indexed universal life insurance. Its stated aim is to help clients explore options for protecting wealth and planning for retirement income; results and product guarantees depend on the relevant insurance carrier and product terms. 360 Financial Group offers complimentary educational seminars, including online events, and one-on-one appointments for people who want to discuss their goals.

The website reports more than 40 years of combined experience, over 900 clients, and three locations in Livonia, Trenton, and Brighton, Michigan