Our Services

 

Financial Planning Services:                                                                                                                         $95-145/ month

 

Emergency Funding:  Being prepared for life's unexpected surprises is a very important part of a financial plan.  How would you or your family handle an unexpected financial crisis without acquiring more debt?  What if you or your spouse experienced a sudden job loss? 

Budgeting:  Tired of feeling like there is not enough money left at the end of the month?  We will help you organize your finances so you can feel more confident about where your hard-earned dollars are going every month.

Debt Management:  Are you overwhelmed with debt and don't know what to do?  We will work with you to create a plan to help you reduce those monthly obligations with the goal of ultimately eliminating your debt.

Retirement Planning:  Are you on track to attain your desired lifestyle in retirement?  Are you saving enough each month to achieve your goals?  We will work with you to create a savings plan that is a good fit for your specific situation and what you want to accomplish.

College Savings:  Are you unsure of how you will fund or contribute toward your child's future education?  We'll help you identify how much you will need and work with you to create a plan to start saving today.

Insurance Planning:  Do you have enough insurance?  Are you over insured?  We can do an insurance review to evaluate your level of risk and to see what coverages would be appropriate for you and your family.

Tax Planning:  Tax planning should be an essential part of an individual investor's financial plan.  The types of accounts and investments in your portfolio can have an impact on your tax situation.  When making a recommendation our goal will be to help your portfolio be as tax efficient as possible.     

Estate Planning:  Do you have your end-of-life affairs in order?  Do your family members know what your wishes would be in the event of your untimely death or incapacitation?  We will work with you and your Estate Planning attorney to help you and your family be prepared for the future.

Student Loan Analysis:  It can certainly be a challenge to choose between the varying repayment and re-financing options for student loans.  We'll help you sort through it all and help you choose an option that makes the most sense for your specific situation. 

 

 

Click here to schedule a meeting:  https://calendly.com/loganfinancialempowerment-book-a-meeting