About Logan park wealth management
Logan Park Wealth Management: Comprehensive Financial Planning for Your Future
Logan Park Wealth Management is a financial planning firm that offers comprehensive services to help you achieve your financial goals. With over 20 years of experience in the industry, Logan Park has established itself as a trusted partner for individuals and families seeking to secure their financial future.
At Logan Park, we understand that every client has unique needs and goals. That's why we offer personalized financial planning services tailored to your specific situation. Our team of experienced advisors will work with you to develop a customized plan that addresses your current needs while also preparing you for the future.
Our Services
Comprehensive Financial Planning: Our comprehensive financial planning services cover all aspects of your finances, including retirement planning, investment management, tax planning, estate planning, and risk management. We take a holistic approach to financial planning that considers all aspects of your life and helps you achieve long-term success.
Retirement Distribution Planning: We help clients plan for retirement by developing strategies for managing their assets during retirement. This includes analyzing income sources such as Social Security benefits and pensions, creating withdrawal strategies from retirement accounts like IRAs or 401(k)s, and developing plans for managing taxes during retirement.
Asset Structuring: We help clients structure their assets in a way that maximizes returns while minimizing risk. This includes analyzing investment portfolios to ensure they are properly diversified across asset classes such as stocks, bonds, real estate investments trusts (REITs), commodities like gold or silver bullion coins/bars etc., alternative investments like hedge funds or private equity funds etc., cash equivalents like money market funds etc.
Tax Mitigation Strategy: We work with clients to develop tax mitigation strategies designed to minimize their tax liability while maximizing after-tax returns on investments. This includes analyzing income sources such as wages/salaries/self-employment income/rental income/capital gains/dividends/interest etc., deductions such as mortgage interest/property taxes/charitable contributions etc., and tax credits such as child tax credit/earned income credit etc.
Portfolio Stress Testing: We use sophisticated software to stress test client portfolios against various market scenarios. This helps us identify potential risks and develop strategies for managing those risks.
Trust Services and Management: We help clients establish trusts to protect their assets and manage them according to their wishes. This includes creating revocable or irrevocable trusts, selecting trustees, and developing distribution plans.
IRA and 401k Rollover Analysis: We help clients analyze their options when it comes to rolling over retirement accounts like IRAs or 401(k)s. This includes analyzing the costs associated with different rollover options, comparing investment options across different providers, and developing a plan for managing the account after the rollover.
Tax Loss Harvesting: We help clients minimize their tax liability by harvesting losses in investment portfolios. This involves selling securities that have declined in value to offset gains elsewhere in the portfolio.
Roth Conversions: We help clients convert traditional IRA accounts into Roth IRAs, which offer tax-free growth on investments. This can be a powerful tool for minimizing taxes during retirement.
Business Continuity and Succession Planning: We work with business owners to develop plans for transferring ownership of their businesses in a way that maximizes value while minimizing taxes. This includes analyzing different transfer methods such as gifting or selling shares, developing buy-sell agreements between partners/shareholders etc., establishing key person insurance policies etc.
Charitable Giving and Advanced Estate Planning: We help clients develop strategies for charitable giving that maximize tax benefits while also supporting causes they care about. Additionally, we assist with advanced estate planning techniques such as grantor retained annuity trusts (GRATs), family limited partnerships (FLPs), charitable remainder trusts (CRTs) etc., which can be used to transfer wealth across generations while minimizing taxes.
Multigenerational Planning and Wealth Transfer: We help clients develop plans for transferring wealth across multiple generations. This includes analyzing different transfer methods such as gifting or selling shares, establishing trusts, developing family limited partnerships etc.
Why Choose Logan Park?
At Logan Park Wealth Management, we are committed to providing our clients with the highest level of service and expertise. Our team of experienced advisors has a deep understanding of the financial industry and is dedicated to helping you achieve your goals.
We take a personalized approach to financial planning that considers all aspects of your life. Whether you're planning for retirement, managing your investments, or transferring wealth across generations, we have the expertise and resources to help you succeed.
Our commitment to excellence is reflected in our track record of success. We have helped countless individuals and families achieve their financial goals over the years, and we are confident that we can do the same for you.
Contact Us Today
If you're ready to take control of your finances and secure your future, contact Logan Park Wealth Management today. Our team of experienced advisors is here to help you every step of the way.