Randy Logan has been voted the Best Financial Advisor in Ahwatukee by — The Ahwatukee Foothills News in its annual “Best Of” issue. Logan is a Certified Financial Planner™ working with Wells Fargo Advisors. The award acknowledges his professionalism and track record of trust in helping individuals and families effectively maintain financial security.
“It’s a great honor to be recognized as the Best Financial Advisor in Ahwatukee,” Logan said. “It’s a validation of a longstanding strategy of developing and executing a sound financial strategy, individually for each client.”
Logan’s approach involves four core tenets of financial planning and investment, the first of which is strategic planning. This process begins with a discovery approach to clarify and prioritize the client’s goals and concerns. Discovery leads to a comprehensive investment plan and investment strategy. As Logan explained, “I firmly believe that failure to plan is planning to fail. Not everyone fits in a box, and a one-size-fits-all approach is for amateurs. Everyone has different financial needs. The challenge is to devise, and then realize, a successful plan.”
The next tenet involves a tailored investment approach. Logan uses a risk management and asset
allocation framework to develop a tailored investment strategy that fits perfectly within the overall Investment plan. A focus on service is a further tenet of success of Logan. He has demonstrated the impact of providing a higher level of service to a smaller, select number of clients. This includes providing ongoing education and guidance, with frequent communication of relevant information and prompt responsiveness.
Finally, Logan’s approach requires continuous improvement. He said, “I am committed to continuously expanding my knowledge and experience to better serve my clients and provide best-of-breed thinking and strategies. Politics and economies are everchanging, as well as the lives of my clients. Let’s be the first to adapt when necessary.” He added, “In order to maintain the highest level of service for my clients and their families, I maintain an invitation only mindset for my practice. I welcome the opportunity to meet with you.”
Logan’s practice spans retirement planning and personal financial planning. He is able to set clients up with Individual Retirement Accounts (IRAs), investment accounts and college savings accounts. He offers insurance and advice on major financial decisions such as purchasing a home or taking out a loan. Clients can avail themselves of business services as well, such as setting up 401K retirement plans for employees.
“In some cases, a major life event presents a great opportunity to engage and talk about establishing and then reaching your financial goals,” Logan said. “Getting married, having a baby, getting ready to retire—these are the moments when a relationship with a financial planner can really be beneficial.”
Logan lives in Ahwatukee with his wife, Caitlin and their three children. The oldest is Hudson, then Gemma, followed by Greta.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
For more information, visit www.wellsfargoadvisors.com
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Name: Randy Logan
Email: Send Email
Organization: Randy Logan - Wells Fargo Advisors
Address: 15825 S Desert Foothills Parkway Phoenix, AZ 85044
Phone: (480) 967 0071
Release ID: 88981372