Company Performance Metrics
60 Financial offers a range of financial services including securities and advisory services through its partnership with Cetera Advisor Networks LLC. The company focuses on creating personalized financial strategies that encompass estate management, insurance, and lifestyle financial planning. With a commitment to helping clients manage personal
affairs and control the distribution of wealth upon death, 60 Financial also provides resources for understanding the impact of compound interest on assets and offers solutions like 1035 exchanges to manage annuity contracts or life insurance policies without incurring tax liabilities. The firm aims to balance personal finances with life's goals through a comprehensive review and sound insurance strategies.
