We offer financial planning and investment advisory services designed to beat most investors by a real (inflation adjusted) 50 to 100% in the long-run.  Services range from an initial no-charge check-up to see how much opportunity there is for you to a complete financial plan designed to deliver the superior returns mentioned above. 

No-Obligation Review

Please contact us if you would like a no obligation review of your portfolio and plan. 

In this review, you will receive:

• An estimate of the real earnings opportunity you may be able to capture.
• The likelihood of specific actionable recommendations to capture LOW HANGING FRUIT - easy pickens changes to capture more earnings with little or no additional risk (occasionally even less risk).
• A subjective initial assessment of your plan.
• An overview of behavioral finance and the mental models we all have that lead to destructive investment choices.

In this review, you will NOT receive an emotional sales pitch.  This type of sales pitch, commonly used in the field of investments, is not used by Wealth Logic, LLC.  If you decide to become a client of Wealth Logic based on emotions, then your plan will be doomed to fail because you will be subject to the same emotional appeal from others and will be unable to carry out the focused and disciplined approach of Dare to be Dull investing.