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THE CLARITY

NAVIGATOR

Life Easier & More Profitable

Learn More

DANGERSELIMINATEDWhat Causes You to

Hesitate?

OPPORTUNITIESCAPTUREDWhat do You Hope to

Achieve?

STRENGTHSMAXIMIZEDWhat Skills Can Be Applied to

Success?

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.

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.

the Strategic Organizer

eliminates unorganized information, defines a clear view of your financial life & maximizes your profitability potential.

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the Strategic Organizer

Unorganized information eliminated. Clear view of your money life captured. Decision making confidence maximized.

Do you know that financial dream you have, to own a second home, take an early retirement, leave a legacy for your favorite charity but don’t know what it looks like to succeed? The 360° Wealth Resources Strategic Organizer eliminates unorganized information, defines a clear view of your financial life and maximizes your profitability potential.

the Dimensional Experience

5 Nobel Prize winning principals, each proven to increase your investment returns.

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the Dimensional Experience

Decision making risk eliminated. Nobel Laureate process captured. Investment returns maximized.

What is your investment philosophy? Turns out that almost no one (advisors included) can explain their investment philosophy and what it is based upon – other than opinion. The 360° Wealth Resources Dimensional Experience was created to eliminate critical dangers like random notions and manager decision making risk by applying 5 Nobel Prize winning principals, each proven to increase your investment returns.

the Collaboration Network

capturing the power of “open architecture” resourcing model to deliver unlimited and carefully selected success resources5 Nobel Prize winning principals, each proven to increase your investment returns.

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the Collaboration Network

Danger of the wrong teammates eliminated. Open architecture thinking captured. Experts collaborating maximized.

Do you know how most people select an CPA or Attorney or Advisor? It’s usually not scientific – it’s the first person they are referred to and no performance accountability is in place. The 360° Wealth Resources Collaboration Network eliminates the danger of having the wrong teammates by capturing the power of an “open architecture” resourcing model to deliver unlimited and carefully selected success resources.

the Advantage Builder

eliminates follow-up failure, assures expert resources are executing & maximizes your experience, money and resources

More

the Advantage Builder

No performance accountability eliminated. Success trajectory captured. Experience money & resources maximized.

Have you ever made commitment to yourself – like on a New Year’s Eve? – and come across it a few months later, undone? Do you know the feeling that once more, your busy life got in the way of accomplishing a valuable objective? The 360° Wealth Resources Advantage Builder eliminates follow-up failure, assures expert resources are executing and maximizes your experience, money and resources.

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 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.

MEET TIM

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 is an RIA, owner of 360° Wealth Resources & has been serving clients for over 32 years. His practice is designed to deliver the ‘Family Office’ experience usually reserved for the ultra wealthy to business owners and plan participants alike. Timothy is a sports enthusiast and spends much of his spare time in the service of others, serving as a Board member to multiple community organizations around Los Angeles, being a Chair of many varied committees as a longtime member of the Los Angeles Rotary Club, LA5 & volunteers weekly at the Chrysalis Center.

TIMOTHY BROWN

Transition Expert

Success and resources are sought and sourced globally, as your Family or Business needs indicate in these areas & beyond: – Income/Capital Sustainability structures – Multi-period asset/liability models – Financial Administration – Information Management – Wealth Impact Planning – Investment Consulting – Client Service Delivery – Private Banking

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

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? —

We are happy to be of service.