Loflin Financial and Matt Logan Inc Merger
Beginning January 1st of 2015, Loflin Financial and Matt Logan Inc have merged. Many of you know and have worked with Matt over the years as he has been a part of Loflin Financial since 2005 in various capacities since marrying my daughter Evan and coming over from the financial firm of AG Edwards. Family has always been a focus of our firm and Matt looks to carry on that same level of service for years to come.
You should benefit from a few nuances. While Matt has the relationship focused style of financial planning that has attracted you and kept you as loyal client through the years, he also brings many valuable skills and a few other resources to the table. Beginning in January, you will begin receiving his quarterly newsletters to keep you up to date on the markets and things going on here. He is also active on various social media platforms and you can view him regularly on WFMY News 2 online or for those of you in the viewing area, on 2 Wants to Know every other Monday.
Matt has many years experience in the industry and cut his teeth during some of the very worst years our economy has seen so he will be able to guide and advise your family for years to come. You will find his experience with multiple generations of families to be very valuable as you continue to plan your financial futures. With his Series 7, 66 and 24 licenses, Matt will be able to help you with individual stocks, managed accounts and other investment portfolios along with your annuity and mutual fund holdings. He also has the coveted CFP® designation, giving him more even more formal education to help handle your needs.
As of November 14 2016 my license will be terminated and Matt will have taken over all roles and responsibilities. I am going to focus my time on my family and being a Grandfather. Thank you for your understanding and it has been a pleasure working with you all.