Small Business Financial Advisors and How They Help
A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.
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One of the best parts of working with awesome clients is getting to spend time together, build friendships, and experience new things. From art parties to horse races to baseball games, we love getting to do fun things with fun people!
Succulents, Savories, & Sweets
Michael and his clients enjoyed a delightful evening at The Fox and Pantry, crafting unique succulent arrangements while savoring appetizers and cocktails. It was inspiring to see everyone's creativity flourish!
Art Party!
Summer is around the corner, so we decided to throw an Art Party in celebration!
Like Painting and Stuff?
Some painting, beading, leather staining, and more! We showed up to the studio, provided by Upstairs Circus in the North Loop. They provided all the supplies and assistance with the projects. Our clients were able to create a variety of projects like jewelry, leather wallets, dog collars, wall hangings, cutting boards and more!
Oh, did we mention we did this all while enjoying fun circus themed cocktails!
Pallet Painting Party!
Temperature is dropping, snow is on the ground, and holiday season is upon us. To get away from the hustle and bustle, we treated some of our clients to a night in of pallet painting!
What’s a Pallet Painting Party?
It’s simple! We show up to the studio, provided by Board and Brush. They provided the wood, stain, paint, and other supplies. Our clients picked the stencil ahead of time and created a masterpiece!
Bellies were full of food, laughs rang throughout the studio, and people found their artistic side.
Partnering with Rapacki + Co.
We’re excited to team up with accounting firm, Rapacki + Co! This partnership is all about leveling up the wealth management services we offer you, so you get the support you need for all your financial goals.
Lake Minnetonka Triathalon 2019
This was the 16th annual Lake Minnetonka Triathlon and the FIRST year of Mike Rogers owning the triathlon!
There was a bit of rain in the morning during the safety meeting and prep time, but once the race began the rain cleared out. We had a few Team 360 members participate in the triathlon, including Mike, Patrick, and our newest advisor, Nick! Our very own Marketing Coordinator, Kendra, was the lady in charge as the Race Director of the triathlon!
Every year, our firm uses the triathlon as a fundraiser for a local Minnesota charity. This year, we chose YMCA- Camp Christmas Tree Scholarship Fund. Camp Christmas Tree is a camp where kids can go to escape the technology and enjoy the outdoors! Kids learn important life skills and build self-esteem. The YMCA offers scholarships to those who cannot afford to go to camp and that’s where we came in!
With the help of family, friends, and participants of the triathlon, we were able to raise $10,000 for YMCA- Camp Christmas Tree!!! This is our biggest contribution to a charity thus far and we are extremely proud of all who helped out!
Thank you to all of our family, friends, and clients who helped us raise money for such a great cause!
Lake Minnetonka Triathlon 2023
Our President, Mike Rogers, became owner of the race in 2019, and it’s always a highlight of our year. This year was no exception, with everyone bringing their A-game on the course. It’s great to see everyone come together and get active for a great cause!
The Twins Training Camp Game
Some of the 360 Financial family gathered in Fort Myers to watch the Twins as they prepare for the 2020 season. Great weather and a Twins W made for a perfect outing for Mike and a small group of clients.
Boo Bash Dash 2023
We had a blast participating in Wayzata’s Boo Bash! The 360 team hosted a candy and hot cocoa table, welcoming families as they trick-or-treated through town and enjoyed all the Halloween fun.
Toys for Tots 2023
This holiday season, Team 360 partnered with our wonderful clients to collect toys for local children through Toys for Tots! We’re grateful to everyone who helped spread joy and make the holidays brighter.
Toys for Tots
Another holiday season calls for another round of toy collecting!
With the help of Team 360 and our fabulous clients, we were able to collect a total of 103 toys! Though this is a lower number than last year, Team 360 was excited to collect so many toys and bring happiness to so many local children!
You can view our Kare11 News appearance right here!
Thank you to all of our clients who helped us donate so many toys this holiday season!
BPTW Event at MN State Fair
We were honored to attend the Best Places to Work event at the Minnesota State Fair! It was a fantastic opportunity to celebrate the award we received earlier this year and connect with other amazing organizations.
Boo Bash Dash 2024
We had an amazing time as the presenting sponsor of the Wayzata Boo Bash Dash this year! It was so much fun seeing everyone in costume, trick-or-treating, and enjoying the Halloween festivities. Thanks to everyone who joined us!
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Top Golf with Jordan Addison
We had the privilege of attending the Celebrity & Charity Top Golf event alongside Minnesota Vikings player Jordan Addison. It was a wonderful opportunity to connect with the community and support a great cause while enjoying a fun night of golf.
Sips & Sweets: Macaron Making
We enjoyed a fun and delicious client event at the Fox and Pantry, decorating and indulging in these exquisite French treats while enjoying each others company.
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