Logic Planning Group
Where your financial health matters.
Our Services
We pride ourselves in helping all our valued clients. A simple consultation may uncover gaps in your financial health and future stability. Schedule a consolation today to go over your financial needs.
As an Insurance broker and licensed financial advisors. We will do the work needed in representing you to our vast portfolio of companies eager to work with you to accomplish your financial goals. Whether its Life Insurance, Annuities or retirement needs, or general Financial Planning. We’re here to help.
Many of our more advanced clients and high net worth individuals can take advantage of our more comprehensive services such as Premium Financing Life Insurance or other high level products. If you’re interested in finding out more and improving your current status, please schedule a consultation with us.
Book an appointment
We welcome everyone to schedule a session with us. Many people are unfamiliar with what is available to them and the ability their current finances may have to work for them. We encourage anyone interested or otherwise in getting their financial health on track to book a free consultation. To see if we can help you uncover gaps in your current finances.
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Logic Planning Group
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