Services

Preparing for that next step in life isn’t always easy. At Wealth Logic, our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact us to discuss your financial future.

We offer total financial needs analysis through a network of experienced professionals with expertise in:

• Investment Solutions
• Retirement analysis and programs
• Estate strategies
• Employee benefits and retention services
• Business continuation strategies
• Trust services

Jeremy Bosch is a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413.