Logan Valentine
Founder - Advisor @Valentine Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Founder - Advisor @Valentine Wealth Management
Seymour, IN, US
Financial Advice should be more than just investments. As a CFP® professional I provide Wealth Management and Retirement Planning for one transparent cost. We review all areas of client’s financial lives to build a comprehensive plan that positions you and your loved ones to meet your goals.As a Fee Only Fiduciary, we work for one transparent fee. No hidden commissions or fees, ever.Services that we provide our clients include but are not limited to- Financial Planning & Forecasting- Portfolio/Investment Management- Tax Planning- Estate Planning- Insurance & Risk Management- Employee BenefitsSet up a free discovery call on our website today.
EDUCATION
Indiana State University
Bachelor's Degree, Insurance and Risk Management
ABOUT LOGAN VALENTINE
Valentine Wealth Management was created to provide a high touch wealth management service…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.