Logan Valentine (CFP®)
Logan Valentine focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Additional Information
Financial Advice should be more than just investments. We provide Wealth Management and Retirement Planning for one transparent cost. We review all areas of client's financial lived to build a comprehensive plan that position you and your loved ones to meet your goals. As a Fee Only Fiduciary, we work for one transparent fee. No hidden commissions, or fees, ever. Services that we provide our clients include but are not limited to: - Cash Flow, Budgeting, and Debt Management - Financial Planning & Forecasting - Portfolio/Investment Management - Tax planning - Estate Planning - Insurance and Risk Management - Employee Benefits Set up a free discovery call on our website today.NAPFA Start Date
March 14, 2024
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.