Patrick Logue| CFP®
Prudent Financial Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Ave Maria, FL 34142
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC. He specializes in College Planning. With 20 years of experience in financial services, including 3 years in the Development Office at a non-profit, Pat is intimately familiar with Investments, Tax Planning, and Charitable Giving Strategies. Pat also provides expertise in Wealth Management, Inter-Generational Wealth Transfer, and Estate Planning. He enjoys hiking, running, coaching, and spending time with his wife, Erin, and their 2 children.
Patrick Logue, CFP® upholds an oath to put your interests and needs first. He holds the CFP® designation and he is a Fee-Only Advisor. Here is what this means for his clients.
High fees can eat away at your returns.
Patrick Logue, CFP® utilizes a fee-only model, which enables him to put the client's best interest first. His actions are not driven by product sales because he doesn't earn commissions. Therefore, he can focus on what really matters. He can also review your accounts to uncover any hidden fees you may be paying.
CERTIFIED FINANCIAL PLANNER™
The CFP® designation holds Financial Advisors to the highest level of fiduaciary care in the industry. Not only must a CFP® professional put your best interest first (fiduciary duty of loyalty), they must also agree to provide prudent advice only in areas in which they are competent to provide such advice (fiduciary duty of care).
Searching the internet for a Financial Advisor is likely to turn up several hundred thousand results. Searching for a CFP® will refine the results to about 75,000 CERTIFIED FINANCIAL PLANNER™ professionals in the US (Source: cfpboard.net, September 2016).
Searching for "Fee-Only" CERTIFIED FINANCIAL PLANNER™ will further refine the results and will likely yield about two thousand such Financial Advisors. Whether you hire our firm or not, we recommend that you seek out a "Fee-Only" CERTIFIED FINANCIAL PLANNER™.
The CFP® Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.