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Wealth 360, LLC

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Buford, GA
Wealth 360, LLC

A financial planning and investment management firm registered in the state of GA. See About Section. Past performance is no guarantee of future returns.

Wealth 360, LLC is an independent fee-only financial planning and investment management firm and uses this platform solely for informational purposes to the public. Advisory services are only offered to clients or prospective clients where Wealth 360, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advic

e may be rendered by Wealth 360, LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry- related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

05/18/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/11/2026

Spring is a great time to take a fresh look at your employee benefits. With thoughtful planning now, you can make confident decisions well ahead of 2027—and ensure you’re getting the most value from the options available to you.

If you’ve ever felt unsure about your benefits package or want help understanding how each choice fits into your financial goals, we’re here to guide you.

Give our office a call, and we’ll find a time to walk through your questions together.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/05/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

05/04/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/27/2026

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round with a couple of simple practices. Swipe through for a few practical tips to keep yours growing.

If you would like to learn more about your specific financial situation, do not hesitate to give us a call and schedule a time to chat. We are here to help.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/16/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/15/2026

Are you aware of the tax brackets for 2026? The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026, but the time to plan is now — especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call today. We’re happy to help you plan ahead.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/14/2026

April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. These plans can be crucial tools for employees to support their long-term financial wellness, and understanding how they work can be the first step toward making the most of them. Swipe for a few key definitions of 401(k) terms.

We hope your team finds this overview helpful. If you have any questions about your 401(k) plan or would like to talk through additional ways to connect with your team about this key benefit, don’t hesitate to reach out. We are here to help.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/09/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

04/08/2026

April is Financial Literacy Month, an important time to ensure your team knows the ins and outs of their 401(k) plans. Research shows that a significant number of employees don't fully understand the retirement plan offered by their employer.

So, with that in mind, our team wanted to share several key definitions of 401(k) terms. Swipe through for more information.

We hope your team finds this resource helpful. As always, if you have any questions about your team’s plan or want to talk through communication strategies, don’t hesitate to reach out. We're happy to help.
Wealth 360, LLC is a registered investment adviser. Content is general information, not personalized investment, tax, or legal advice, nor a solicitation to transact securities. Investing involves risk; past performance is no guarantee of future results. Opinions are subject to change. Full disclosures: https://wealth360advisors.com/disclosure.

Address

1400 Buford Highway Suite M-4
Buford, GA
30518

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://calendly.com/chris/rphone

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