Visualize, Build, and Secure
your financial future.
A Tailored Approach
At 360 Financial Firm, we understand that every client’s financial journey is unique. That is why we prioritize truly understanding your goals and tailoring our approach to meet your specific financial needs. With a commitment to delivering high-quality support and expert guidance, we aim to simplify the complexities of financial planning, so you can feel confident in a path forward. Whether you are planning for your financial future or seeking greater security and clarity, our goal is to help you navigate life’s financial decisions with ease.
Who We Serve
We’re committed to helping each person find the financial solution that suits them best.
Individuals
We’ll work with you to create a comprehensive financial plan that addresses every aspect of your financial well-being—allowing you to focus on your career and the people who matter most.
Businesses
We partner with businesses to provide tailored financial solutions that drive growth and stability. From managing employee retirement plans to developing strategic succession plans, our goal is to empower your business to thrive today and build a secure foundation for the future.
Business Owners
With our team’s specialized expertise, we craft financial plans that provide a comprehensive view of your goals. Whether it’s setting up 401(k) plans, designing succession strategies, or creating personalized retirement and tax plans, we’re here to support every step of your financial journey.
Meet The Team
Steven D. Kurland
CFP®, AIF®, CDFA™, MBA
Tomas Dirscherl
Financial Advisor
San Juanita Murphy
Financial Representative
Timothy K. Liyakasa
Operations Manager
Latest Resources
(407) 636-6333
2250 Lucien Way Suite 200, Maitland, FL 32751
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here.
By following the link, you consent to receipt of the Form CRS electronically.
360 Financial Firm, LLC and JWC/JWCA are unaffiliated entities.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
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Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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