Holistic Wealth Management for High Net Worth Clients
Financial Advice and Planning
- Identify and track your financial goals
- Financial Position: Balance sheet and net worth compilation
- Retirement accumulation planning
- Retirement income and distribution planning
- Social Security strategies
- Health care and Long-term care planning
- Risk management and asset protection
- Executive compensation and benefits strategies
- Stock options
- Deferred compensation
- Restricted stock
- Key person benefits
- Bonus compensation
- 10b5-1 plan development
- Business owner financial planning
- Education funding and college planning
- Domestic Partner planning
- Family engagement - Multifamily planning
- Wealth preservation strategies
- Legacy and philanthropic planning
- Behavioral coaching
- Multidisciplinary strategies
Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided. Logan Park Wealth Management does not provide legal or tax advice.
