Logos Financial is a fee-only, fiduciary advisor, with planning options for anyone and specialties working with S-Corp professional service businesses, real estate investors and retirees.

 

  Get Educated about Money

  Optimize your money

  Maximize your financial options

  Minimize your taxes

  Build your business

  Grow your retirement income

 

Schedule a Call 

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
  • Unlimited Email support
  • Online financial education modules with credit monitoring
  • Quarterly progress reports
  • Access to financial planning content library

Builder Package

$1100 annually
($99 billed monthly)

Everything in starter plus:

  • One to Two month engagement to help you build out a personalized plan one on one with a CFP professional            Sample review
  • Planning Process View
  • Build for anyone wanting world class advice without being sold a product
  • Monthly Reports
  • Plan update annually

Collaborator Package

Private Wealth Management - $3K minimum annual fee  **may be tax deductible

(monthly, annual or via asset management fee)

A comprehensive, personalized planning and investment management service. Service Calendar

  • Planning Process View
  • Built for real estate investors, retirees and S-corp owners that work in a professional service
  • Proven tax saving strategies with implementation steps
  • Investors looking to build and/or scale a real estate portfolio
  • Skillfully start, grow or sell your business - make it passive!

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.