Today we are highlighting Kirkwood 5K sponsor Matt Logan, Inc. We are so grateful for their continued support!
If you’re in need of a financial advisor, Matt Logan is your guy. He specializes in everything from investing principles and strategies to retirement investing and distribution strategies, as well as estate conservation issues and risk management analysis. Not only is Matt Logan passionate about the financial markets and the industry as a whole, but his entire business is relationship-focused, and he will do everything he can to help his clients. He is constantly learning about the tools and techniques that can help him better his clients’ financial futures.
Logan’s business focus is on fee-based asset management and since he operates independently, he is not under any pressure of a quota or earnings requirements. He is also not swayed by the product offerings of a large firm or insurance carrier. Therefore, he is able to shop the market for what is best for his client. He works on a
long term, fee-based approach. To avoid any conflicts of interest that may arise from transactional, commission-based business models, the majority of his clients are charged a small percentage of their account on an annual basis and that is how he gets paid.
Be sure to keep Matt Logan, Inc. in mind for all of your financial planning needs!