Jamael Harris: Primerica-Financial Services

360 Wealth Planners is a Dallas-based financial planning firm that prioritizes financial clarity and simplification. With a team led by Brandon Day, the founder of Advisor Resource Council, the firm embraces change and adapts to the ever-evolving financial landscape. Their services include proactive asset management, sensitivity to expenses and taxes, and a transparent fee structure. As a personal CFO, 360 Wealth Planners offers expertise in various areas such as taxes, accounting, estate planning, realty, mortgages, banking, business valuation consulting, and Medicare health insurance. They are committed to providing tailored planning solutions and are recognized as one of America's Top RIA Firms by Forbes. Securities are offered through LPL Financial, and the firm operates as a separate entity from LPL Financial and Advisor Resource Council.Generated from the website

We are hyper-focused on providing simpler, reliable, and effective solutions to protect and secure our clients financial future. The PEAK plan is designed to use a combination of investments, annuities, and planning to provide clients with a customized, simple written financial plan to guide them through four key areas: income planning, investment planning, tax planning, and end-of-life planning.We believe the middle and upper-middle-class client deserve a financial services boutique and team thats dedicated to their unique needs. Using our proprietary methods, technology, and understanding of YOUR needs, we can help you move through life with more confidence, more freedom, and the peace of mind you deserve.