Newfoundland, NJ CPA / Logan & Logan, CPAs
Client Portal:  

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. We want to ensure that our clients have all their financial bases covered. Which is why we have joined forces with FFP Wealth Management to provide our clients with comprehensive financial planning services. FFP Wealth Management has been in business for over twenty five years and specializes in comprehensive financial planning for individuals and businesses. In addition, FFP offers unbiased advice and always looks to put the client’s needs first; which was the primary reason we chose to work with them. We work closely with FFP to form a collaborative team approach to your financial situation because we believe that a team based approach provides the best outcome for our clients.

Regardless of your financial needs, you can rely on us to find the expertise you need to quarterback the process so that the advice you receive is integrated, holistic, and comprehensive.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

I’d like to introduce you to my financial planning colleague, Keith Necklen. I strongly encourage you to take advantage of this opportunity and arrange a meeting. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a No Obligation Consultation below.

Best Time To Call

Login   Search   Site Map   Privacy Policy   Disclaimer