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.
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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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