Prudent Financial Planning
Fee-Only financial planner located in Ave Maria, FL, serving clients locally and across the country
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 is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Patrick Logue is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Patrick Logue is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Patrick Logue is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Patrick Logue
4348 Steinbeck Way
Ave Maria, FL 34142