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We at ZeroThreeSixty™ Wealth Partners believe that overall wealth planning is not a one-time thing, it’s an every-time thing. Tomorrow is always changing and it’s hard to always be prepared.

The Zero in our name is the starting point and that is where we come in. Together, we design a plan that starts with today and helps prepare you for your tomorrow. And we do that with a 360-degree perspective. That’s what separates ZeroThreeSixty™ from the rest and makes your plan a valuable and reliable tool for life’s unexpected changes.

WOULDN’T IT BE NICE IF LIFE HAD A ROADMAP?

ZeroThreeSixty™ PHASES OF LIFE PLANNING

Accumulation
Phase

Pre-Retirement
Phase

Retirement
Phase

Gifting/Giving
Phase

Services


Financial

  • Cash Flow Analysis
  • Medicare Advice
  • Life Insurance Advice
  • Disability Insurance Advice
  • Emergency Funding
  • Annuity Advice

Legal

  • Goals & Objectives
  • Wills/Trusts
  • Beneficiary Review
  • Survivor Needs
  • Power of Attorney Advice

Planning

  • Goals & Objectives
  • Net Worth Statement
  • Retirement Accumulation
  • Distribution Strategies
  • Social Security Advice
  • Pension Advice
  • Estate Planning
  • Legacy Planning
  • Education Funding
  • Gifting
  • Budgeting
  • Business Planning

Taxes

  • Tax Planning
  • Wealth Transfer Strategy
  • Tax Efficient Allocations
  • Charitable Giving
  • Stock Options
  • Concentrated Stock

Investment

  • Asset Allocation
  • Investment Review
  • Investment Policy IPS
  • Risk Tolerance
  • 401 (k) Advice
  • Security Selection
  • Large Purchase Advice

Who We Are


CFP®, AIF®, MBA
Co-Owner

CFP®, CDFA®
Co-Branch Manager

BRITTANY LINTON

MBA
Office Manager

TARYN PLYLER


Branch Professional

Evan McCormick


Licensed Registered Representative | Branch Professional

Our Albuquerque financial planning practice started its relationship with Raymond James in 1994. As independent financial planners, we attribute our success and growth to Raymond James and their global presence and depth of research & development that continues to exceed our expectations. Our relationship not only allows us to compete on the highest level, but allows us to better serve our clients with superb technology integration.

Contact Us Today!