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Prudent Financial Planning
4850 Tamiami Trail North, Naples, Florida, United States
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About the Prudent Financial Planning
Prudent Financial Planning, located at 4850 Tamiami Trail North in Naples, Florida, is a finance institution that specializes in advising elite professionals to achieve their financial goals, manage debt, and build and maintain wealth. Whether you are a practice owner, associate, lawyer with student loans, or someone just starting out in their career, Prudent Financial Planning can provide personalized recommendations to help you create a financial plan tailored to your unique goals. Our dedicated team is committed to guiding you towards sound financial decisions and helping you achieve financial freedom. In addition to our financial services, we also offer access to relevant resources and tools, including blogs and free financial tips. Visit us today and let us help you make your money work for you.
Photos of Prudent Financial Planning
4850 Tamiami Trail N Suite 301, Naples, FL 34103, United States
Opening hours of Prudent Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Prudent Financial Planning
"I learned of Patrick Logue's services as a student loan consultant through a seminar he gave on the subject of student loans. He helped me understand the different options available today regarding student loan repayment including possible ways to lower monthly payments and the requirements for loan forgiveness under President Biden's new plan. I believe this is an indispensable service for anyone with student loans."
"Pat at Prudent Financial has been great to work with! He brings a nonjudgmental, calm attitude when reviewing finances and budgets with you. His expertise on student loans is top notch and up-to-date with all the ongoing changes happening recently with COVID. I am sooo happy with my service so far! They're legitimately excited when they discover ways to save you money and truly live to help people gain financial confidence. I feel a lot better knowing that Pat and the team at Prudent are helping me make the correct financial decisions! I've already recommended someone to him and would make the same recommendation to anyone unsure."
"Pat and Alyssa were incredibly helpful with understanding my student loan repayment options and what would make the most sense for me and my family. I think my case is especially complicated, but they made it feel very manageable and, after working with them, I feel like I have such a better handle on what can be an overwhelming subject. The fee was also a fraction of the amount that my wife and I will save as a result of their expert advice. We are incredibly grateful for their help and cannot recommend them highly enough."
"I've been working with Pat for over 3 years now and would recommend him as a Financial Advisor. Pat provided immediate value by assessing my entire financial health, beyond a retirement portfolio, and put together a plan that we could execute. Working together, we made material changes to mitigate my liability exposure and adjusted insurance coverage (home, life, etc). With two young children, Pat educated and guided us through how to establish a trust, will and power of attorney. The thing I like most about Pat's approach to financial advising is his willingness to play with data that helps his clients make the best decisions. Rather than providing abstract advice, Pat will crunch the numbers to support the guidance and recommendations that he provides. If you make financial decisions based on data and numbers, then I would strongly recommend having a conversation with Pat."
"I started working with Prudent about 3-months ago. I came from 10-plus years with one of the well know/major national retirement planning firms. What a refreshing change, I couldn’t be happier! Prudent is attentive to my personal financial planner needs, treats my money like it is their own with a low fixed cost and is proactive in communicating with me about my finances. They have put together the type of financial plan for me that I wish I had all along. I would highly recommend Prudent Financial Planning for any stage customer; from someone just starting out saving to someone who is already retired, they have the ability to support your needs."
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