Disciplined Investments, LLC
Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country
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.
-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
CERTIFIED FINANCIAL PLANNER™ (CFP®)
PROFESSIONAL AND CIVIC AFFILIATIONS
National Association of Personal Financial Advisors, Registered Financial Advisor
B.A., Economics, Vanderbilt University
Retirement Planning Class, Francis Tuttle Technology Center, Instructor, 2002-Present
Scott Logan 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
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.
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
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.
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
Scott Logan 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.
Scott Logan 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.
Contact Scott Logan
11600 Broadway Ext
Oklahoma City, OK 73114