Wealth Management Approach

Our unique approach flips the financial planning pyramid around.  We reduce market dependence and make income and principal protection the priority.

Social Security

Premier 360 maximizes the amount of Social Security you can receive by running a series of optimized calculations.

Income and Estate Protection

Premier 360 utilizes products that increase principal and tax protection, while accounting for inflation.

Market Exposure

Premier 360 puts your excess savings into the market to continue growing the value of your assets.

Manage your money with confidence

With the majority of your assets protected, you’ll be able to love the life you want as your receive a predictable and reliable stream on income.

“Our goal is to replicate the Defined Benefit Era.  A time where clients had a level of predictable income and would then use Social Secuirty and surplus from their ssavings to enhance their standar of living.”

-Robert Rearburn, Managing Director, Head of Wealth Management

A plan built just for you

Your plan will be handcrafted and specifically designed to help you reach your goals.  You’ll see percentage breakdowns of recommended scenarios to meet your needs, and wishes.

Your estate under one roof

Premier 360 will position all your assets to work symbiotically and efficiently under one plan.  This allows easy access to view your accounts under one roof.

Powered by two the largest brokerage firms in the world

Your assets with Premier 360 are fully-secured with two of the largest and most trusted brokerage firms in the world: Charles Schwab and TD Ameritrade.

Serving you with the highest standard of care

Premier 360’s relationship with you is a fiduciary one.  As a fiduciary entity, we always act in your best interest.  Unlike non-fiduciary advisors, our loyalty lies with you, our customer.