We will help you make sense of your money and investments, so you can spend your time living, not worrying. Fiduciary duty is the highest standard of care. Our advisors are legally and ethically required to act in your best interest. We will continually monitor your financial situation and adhere to best practices of conduct.
Not all financial planners are certified. We are. CFP professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care. Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you.
Not all financial planners are certified. We are. CFP professionals are held to strict, ethical standards to ensure our financial planning recommendations are in your best interest. You will receive the highest standard of care. Your financial plan begins with you. We will organize your financial situation, understand your values, and set priorities unique to you.
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They bought a house, purchased that new car, their retirement accounts are overflowing, and they are stock-piling cash like it's nobody's business. I read books and I scoured the internet, but when it came to putting all of the pieces together, I was lost. Bullogic Wealth Management was started to help you put all of those pieces together and give you a clear picture of your finances.
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Before you can entrust your financial future with your financial advisor, there are a series of questions you should be asking them. It is important to understand if they have your best interest. One of the most powerful documents you can have in your estate documents is the power of attorney (POA).
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My wife and I decided to start being grown ups and we found Adam and could not be more pleased. We like to consider ourselves fiscally responsible, but working with Bullogic just makes it easier, and it feels like we have a leg up in our financial health. Aside from helping us develop a more detailed financial plan, there's a really personal touch that Bullogic offers that you really only get from a small business.
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