Scott  Logan

Scott Logan

| CFP®

Disciplined Investments, LLC

(405) 418-8960

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Fee Only Financial Planner Located in Oklahoma City, OK and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

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11600 Broadway Ext
Ste 300
Oklahoma City, OK 73114

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Scott Logan is a Oklahoma City, OK Fee-Only Financial Planner serving Oklahoma City and all surrounding areas. Disciplined Investments , LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Logan is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Scott Logan has been helping people make smart financial decisions for over 20 years, specializing in portfolio management and holistic financial planning. Prior to merging his practice with Disciplined Investments, Scott owned and operated Asset Planning Solutions, a portfolio management and holistic financial planning practice that served small business owners, mid- to-upper level executives, and other individuals experiencing career or life transitions. Scott is a CERTIFIED FINANCIAL PLANNER™ and a Registered Financial Advisor with the National Association of Personal Financial Advisors.

EXPERIENCE
-Designed investment policy statements for individuals and small business retirement plans
-Created and managed tax efficient and diverse investment portfolios for clients
-Provided retirement and financial planning services to executives of Fortune 500 companies
-Designed tax efficient retirement income strategies for individuals entering retirement
-Provided financial education to qualified plan participants

CERTIFICATIONS/HONORS
CERTIFIED FINANCIAL PLANNER™ (CFP®)

PROFESSIONAL AND CIVIC AFFILIATIONS
National Association of Personal Financial Advisors, Registered Financial Advisor

EDUCATION
B.A., Economics, Vanderbilt University

SPEAKING ENGAGEMENTS
Retirement Planning Class, Francis Tuttle Technology Center, Instructor, 2002-Present

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Disciplined Investments (DI) provides an integrated approach to investment and financial planning. Working with our clients’ other advisors, we are able to help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.

  • We are goals-based rather than product-centric.
  • We are independent rather than captive.
  • We rely on evidence rather than predictions.

Asset Management

DI helps clients deploy their investment capital efficiently.  Avoiding the speculative pursuits of investing, we attend to the most significant determinants of portfolio returns: discipline, diversification, fees, and tax efficiency. This uncommon approach requires discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.

Financial Planning & Consulting Services

DI offers a broad range of services to create comprehensive financial plans designed to meet our clients’ personal financial objectives. Working collaboratively with external investment advisors, attorneys and other professionals, we are able to coordinate all aspects of a client’s financial plan. Services and areas of concentration include:

  • Defined Contribution Plans
  • Executive Planning
  • Legacy Planning
  • Charitable & Planned Giving Strategies
  • Retirement Planning
  • Sudden Wealth
  • Social Security Planning
  • Insurance Consulting
  • Education Funding
  • Investment Advice/Education
  • Estate Planning
  • Income Tax Planning

Professional Fees

DI takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.

To maintain our objectivity, DI is compensated directly by the client.

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