Logan Miller
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Introduction
My team and I work side by side with clients to help the identify there financial goals and create a bored certified comprehensive financial plan. We allow our clients to paint the picture of what there future looks like in there head and we utilize strategies to help the client protect, optimize and grow for there future. There is a total of 25 areas of financial planning we specialize in which allows us to add value no matter what point of life you are at.
We are a work base firm so there is no cost to meeting with us and us building you a financial plan. We are only compensated if you decide to implement any solutions or recommendations we make .
Overview
Background checked
30000 employees
168 years in business
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Projects and media
5 photos
Projects and media
5 photos
Reviews
Customers rated this pro highly for value, work quality, and professionalism.
5.0
3 reviews
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Abigail P.
Apr 5, 2022
I worked with Logan right after i got accepted to my medical residency. Logan helped me establish a debt pay down strategy for my student loans as well as showing me how to utilize life insurance and investment accounts to hedge against risk and inflation as well as grow for my future. He was very informative and took his time explaining everything making sure i understood everything we were doing. This was definitely an enjoyable experience.
Anita G.
Apr 5, 2022
Extremely knowledgeable regarding my financial goals and retirement planning .
Darren M.
Apr 6, 2022
Logan sat with me to get understanding of my financial situation and financials goals. With that info he was able to help build a portfolio of different assets to help me achieve my goals.
Very attentive and great communicator. I recommended him to family and friends.
Credentials
Background Check
Logan Miller