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Our Services

Personal Needs

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Family Protection

Life Insurance

Health Insurance

Disability Income Insurance

Long-Term Care Insurance

Estate Conservation Strategies

Charitable Giving Strategies

Mortgage protection (funded with life insurance and disability income insurance)

Wills and Trusts

Wealth Accumulation Strategies

Retirement Planning

Accumulation and Distribution Strategies

Traditional/Roth IRA Accounts

Educational Funding (529/Coverdell)

Fixed/Indexed/Variable Annuities

Mutual Funds

Managed Investment Accounts

Employee Benefit Products

Employer Sponsored 529 Plans

Dental Benefits

Vision Care Benefits

Flexible Benefit Accounts

Group Life/Health Insurance

Voluntary Group Life Benefits

Accidental Death & Dismemberment Insurance

Short-Term and Long-Term Disability Income Insurance

Business Needs

Business Continuation

Business Protection

Business Overhead Insurance

Key Employee Insurance

Disability and Life Insurance Services for funding

Buy/Sell Agreements

Executive Planning

Deferred Compensation

Executive Carve-Out Plans

Key Person Insurance

Nonqualified Deferred Compensation

Executive Bonus Plans

Financial Planning

Flat Fee or Hourly Basis

Tax Qualified Retirement Plan

401(k) Plans

Solo 401(k) Plans

Profit Sharing Plans

Simplified Employee Pension (SEPs)

SIMPLE IRAs

Defined Benefit Plans

(407) 636-6333

Our Team
Services

2250 Lucien Way Suite 200, Maitland, FL 32751

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here

By following the link, you consent to receipt of the Form CRS electronically.

360 Financial Firm, LLC and JWC/JWCA are unaffiliated entities.

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IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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