First Generation Investors


First Generation Investors, Young Investors, First time investors

At Logan Financial Empowerment, we provide financial planning and investment management solutions to a diverse group of clients.  Many people are just beginning their journey into financial planning and may consider themselves first time or first-generation investors.  Those at this stage oftentimes have not had the opportunity to build up a significant amount of liquid assets.  When at this point, people need an advisor who is willing to work with them. 

That is where we come in.  Our Financial Planning services do not require you to have a specific net worth for us to work with you.  Additionally, we do not have investment minimums for our services.  This can be very helpful to someone who is just beginning to invest for their future but may be starting at ground zero. 

We know that being a first-time investor can be intimidating, but with the right guidance, it does not have to be.  Our process involves taking more of an educational approach so that you have a good understanding of how your money is being invested.  Once we have identified your specific goals, we will work with you to create a plan that makes the most sense for what you want to accomplish for yourself and your family.


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