Getting to the Finish starts with a great plan. 

 
 
 
 
 
 
 
 

Beginning:  A starting point.  Whether we are training for a race or working towards a financial goal it all has to start somewhere.  Ask a triathlete which leg of the race they dread and many will choose the swim.  Ask a runner or cyclist what part of the race they dislike and many will say "the start".  You can't finish a triathlon, marathon, or other race if you don't start one just like you can't reach your financial goals unless you start working towards them.  A report from GoBankingRates found that over 40 percent of Americans have less than $10,000 saved for retirement.  Are you ready to get started? 

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Transition: A passage from one state or stage to another.  One of the major transitions in our life is moving from college to starting a career.  Now we have moved from the state of "barely surviving" to thriving.  Thus we enter the stage of wealth accumulation.  We can't practice this transition like triathletes practice ending their swim and moving onto the bike, but we can work with a Financial Advisor who can guide us around any obstacles in our way. 

ABOUT ME

As a Financial Advisor and Endurance Athlete, I approach life, work, and training with determination, perseverance, and passion. To me, there is nothing more rewarding than helping someone reach the finish line.

 
 

EXPERIENCE

As a CERTIFIED FINANCIAL PLANNER™ with a background in business and 20 years of experience in Financial Services, I have a thorough understanding of finances and what it takes to champion a client’s needs.

Whether you are starting your career or planning for retirement, I can help you with Student Loans, Debt, Investing, Planning for College, Insurance, Credit Score, Budgeting, Funding your Retirement and more.

 

 

The bike stage (Saving).  We can help maximize the performance of the "bike" by improving cash flow, maximizing returns, minimizing risk, maxing out your retirement plan contributions, analyzing insurance needs, paying down debt and more.  But, in the end, you have to enjoy the ride.  There is no "one size fits all" plan.  Let us adjust your personal plan to fit your needs and goals.  

Photo by w-ings/iStock / Getty Images
Photo by w-ings/iStock / Getty Images

Transitioning off the bike and into the run (aka into retirement) is no easy task.  You have been in a groove on the bike for so long that you would rather just keep biking.  All you thought of the whole bike ride was how nice it will be once you can get off the bike (stop working) and just settle in for the run (retirement).  But, you get off the bike and your legs feel like jelly.  You start to second guess yourself and you're not sure if you are physically (financially) or emotionally (emotionally) ready to start running (retire) yet.  Not to worry.  Your individualized training plan will prepare you for this event and you will have the tools and the confidence to conquer the next chapter of your life.  

Please click below to schedule your appointment.  

Or Call to Schedule a meeting

4348 Steinbeck Way
Ave Maria, FL 34142
(239) 230-0395 or

(312) 613-0008

Monday – Friday: 9AM – 6PM
Saturday: Closed
Sunday: Closed

 

Email

pat22@prudentfinancialplan.com

 

 

 

What does a successful finish look like to you?  Is your goal to beat a certain time, set a new PR, or finish with a friend?  What does a successful career and retirement look like to you?  Do you want to be like the 40% of Americans who have less than $10,000 saved for Retirement?  Do you want to just sit back and hope Social Security will take care of you or do you want something more?  Not sure how to get there?  We've got you covered.   

You stick to a training plan for your races, log the miles day in and day out, make sacrifices to reach your goals, buy the right training equipment, overcome obstacles along the way, run a tune-up race or two to make sure you are prepared for the race, and then put it all together for that once-in-a-lifetime finish!  Now, let us help you design your Retirement Training Plan.  

Bio

Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC. He specializes in College Planning and Retirement Planning.  Pat is a member of the National College Advocacy Group (NCAG), Fee-Only Network (FON) and National Association of Personal Financial Advisors (NAPFA).  With 20 years of experience in financial services, he is intimately familiar with Student Loan Planning, Investments, Tax Planning, and Charitable Giving Strategies.  Pat enjoys competing in endurance sports.  He has competed in numerous 5k's, 10k's, half-marathons, 2 marathons, dozens of triathlons from Sprint distance up to Half-Ironman, completed 2 Tough Mudders, 1 Muddy Buddy, a 60-mile running relay race, a 150-mile bike trek, Cycling Criteriums, and more.  In addition to training for races, Pat enjoys hiking, running, biking, swimming, coaching, and spending time with his wife, Erin, and their 2 children. 

Watch the short video below to see how we leverage technology to create your custom financial plan and help you achieve your goals.

Need help with College Planning and/or Paying off Student Loans?  We've got you covered.  We offer proactive solutions to help you plan for a successful College outcome.   We can help you save money on the cost of college and we can help you create a prudent student loan plan.  Let us review your Student Loans and help you save money in the process.  Seven out of ten graduates have student loan debt and their average amount of debt is $37,000.  That equates to a payment plan of $400/month for 10 years!