Logos Financial is a fee-only, fiduciary advisor, with financial planning options for anyone looking to better their financial lives. We have a specific expertise in helping business owners, retirees and real estate investors define and grow their income while saving on taxes.

 

  Get Educated about Money

  Optimize your money

  Maximize your financial options

  Minimize your taxes

  Build your business

  Grow your retirement income

 

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Service Options

 

Starter Package

$550 annually
($50 billed monthly)

An affordable way for you to get educated about money, organize your finances and monitor your financial health.

  • Mobile app for financial health monitoring
  • Bi-monthly financial answer session with CFP professional to get all your financial questions answered
  • Online financial education modules with credit monitoring
  • Quarterly progress reports
  • Access to financial planning content library

Builder Package

$1100 annually
($300 up front, $75 monthly)

Everything in starter plus:

  • Build out an initial financial action plan with a CFP professional that is tailored to your specific situation           Sample review
  • Planning Process View
  • Learn our $0 to FI process View
  • Built for anyone wanting world class advice without being sold a product
  • Monthly Reports
  • Plan update annually

Collaborator Package

(monthly, annual or via asset management fee)

Build a comprehensive and personalized financial plan for every area of your business and retirement . Service Calendar


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We solve for what is urgent.
We prioritize what is most important.
We keep track of what is needed.

Solutions

 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Business Planning

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new...

 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot...

 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for...

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.