skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Welcome to our website, where you'll find a wealth of information in the form of videos, newsletter articles, calculators, and research reports.  We have created this website to help you gain a better understanding of the options available to you in the areas of insurance, investing, retirement planning, estate planning, wealth preservation, and Social Security.

As an independent financial consultant partnering with LPL Financial, we have access to a wide range of investment and insurance products and services.  This means we are able to give you objective advice and recommend the appropriate strategy for you so you will enjoy choice, value for your money, and high quality service. 

We can work with your professional connections, such as accountants and attorneys, to coordinate your efforts to reach your financial goals.  Also, we can provide referrals to other trusted professionals as needed.

We live in a fast-paced, constantly changing world.  At 180 Financial Consulting, LLC, one of our responsibilities is to help our clients maintain their financial focus, so they can pursue the things that are important to them and their families.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.  We welcome the opportunity to show how 180 Financial Consulting is 180 degrees from traditional financial services firms.