Logan Demaa
As a Financial Advisor, my mission is to educate and empower my clients toward financial wellness by addressing their goals and needs with creative financial strategies. I take time getting to know my clients and provide a plan uniquely built to them.
State(s) Licensed: CA Insurance Lic. #4376853, CO, IA, IN, NC, SC, WI
131 South Main Street M05
Fond du Lac, WI 54935
As a Financial Advisor, my mission is to educate and empower my clients toward financial wellness by addressing their goals and needs with creative financial strategies. I take time getting to know my clients and provide a plan uniquely built to them.
State(s) Licensed: CA Insurance Lic. #4376853, CO, IA, IN, NC, SC, WI
Build your financial roadmap to create a better future for you, your family, and your community.
As a Financial Advisor, my mission is to educate and empower you with the tools that will help you achiever your goals and values. I work with driven clients to create strategies based and their financial situation.
I specialize in helping people be more secure in areas of:
- Holistic financial planning
- Life and health benefit consulting
- Wealth accumulation and risk management strategies
- Tax Strategies
- Retirement income planning
- Executive benefits and key person retention strategies
- Business protection and employee benefits
- Wealth and tax efficient estate transfer
- Advanced charitable and legacy strategies
Wherever you are in your financial journey, I can help! I work with businesses, families, and retirees from all over. I look forward to learning about your goals and walking alongside you and your journey toward a secure financial future.
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Location
Fond du Lac Office
- Phone:
- 920-960-9991