Financial Planning
Plans address six areas, including retirement, taxes, and estate plann
Wealth Logic Solutions
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About Wealth Logic Solutions
Wealth Logic Solutions is a financial services firm. Located in Plymouth, Minnesota, it offers fee-based financial planning, investments, and related services for individuals, couples, families, and businesses. Its planning process examines financial position, risk management, wealth accumulation, tax reduction, retirement planning, and estate planning. Clients move through discovery, data gathering, analysis, plan presentation, implementation, and periodic monitoring. Services include investment solutions, retirement analysis, estate strategies, employee benefits and retention services, business continuation strategies, and trust services. The firm also discusses life, disability income, and long-term care insurance needs. Investment offerings mentioned on the site include bonds and common stock, while plan recommendations may be implemented with the advisor or another provider.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Wealth Logic Solutions and not provided by the business.
At a glance
- Credentials
- Member SIPC
- Team
- Jeremy Bosch is a registered representative of MML Investors Services, LLC.
- Uses a six-step financial planning process.
- Planning covers financial position, risk management, wealth accumulation, tax reduction, retirement planning and estate
From www.wealthlogicinc.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Investment solutions
- Retirement analysis and programs
- Estate strategies
- Employee benefits and retention services
- Business continuation strategies
- Trust services
- Financial planning
- Wealth management
- Life insurance
- Disability income insurance
- Long-term care insurance
- Individual and group health insurance
As listed by Wealth Logic Solutions. Prices as published by the business and may change.
Services & specialities
Highlights
Investment Services
Investment solutions include bonds and common stock.
Insurance Strategies
Discusses life, disability income, and long-term care protection.
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