Footnotes

Requires the purchase of the Retirement Diagnostic Assessment prior to the purchase of Retirement Income Planning
Investment Management is charged at a flat fee that is subject to change annually

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Contact 360 Estate Planning at: 925-289-8837

Contact 361 Financial Planning at: 925-315-7526

1600 S. Main Street, STE 100 Walnut Creek, CA 94596

360 Estate Planning, Inc. (“360”) is a California-licensed law firm at provides legal services in the state of California. 360 files and maintains all applicable licenses as required by the state Bar. Martin Johnson is a Registered Investment Advisor, Certified Retirement Management Analyst (RMA), California-licensed attorney, and IRS designated Enrolled Agent. This information is intended to provide general information only. It is not intended to offer investment, tax, or legal advice. You must engage with Martin Johnson under a written representation and fee agreement. Martin Johnson is not providing legal advice through this website. If you have any questions regarding this information, please contact us by telephone at (925) 289-8837 or by email at [email protected]