Logic Capital Management
Honest Financial Advice

The Process

How we work

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Broad planning considerations: 

  • Retirement & College Planning
  • Employee Benefits Coordination
  • Asset Preservation/Protection
  • Risk Management and Insurance
  • Tax Liabilities
  • Estate & Legacy Planning

Initial steps:

  • Gather relevant data
  • Define goals and objectives
  • Organize and simplify
  • Run planning scenarios

    Deliverables:

    • Recommendations and guidance
    • Consolidation of accounts as warranted
    • eMoney Portal access - our powerful online collaboration platform that includes:
      • Secure online account aggregation (one's we manage as well as those held elsewhere)
      • Cash Flow and Budgeting tool
      • Shared-document Vault
      • Real-time Goals/Planning feedback 
     

    Investment recommendation are based upon:

    • Your measured short-term investment pain tolerance
    • A prescribed investment allocation using the results above and your long-term planning objectives
    • Investment vehicles and managers with risk/return characteristics and expenses weighed for appropriateness
     

    Ongoing management includes:

    • Monitoring client portfolios regularly and adjusting, or rebalancing, on an as-needed basis
    • Revisiting goals and objectives to confirm investment allocations are still appropriate
    • Communicating throughout the journey 
     

    Approaching my destination, now what?:

    • New investment time horizon considations
    • Reassessment of risk exposures
    • Income generation strategies
    • Retirement Account distribution strategies
    • Legacy planning