What are clients saying?
Our Testimonials
Logan helped us to understand the inherent shortcomings in the standard Wall Street framework of investing, and then showed us the best, most complete, and optimized savings and investment philosophy. We were able to apply this simple but powerful framework to our own needs and situation, and he developed a great strategy for us by utilizing a diverse portfolio making use of the Infinite Banking Concept and other non-Wall Street vehicles. We are now moving forward with confidence, excited to put these ideas into practice, and ready to start making real progress toward our financial goals. We highly recommend his services!
Lucas
Cary, NC
Logan Hertz has been an incredibly valuable source for educating me on investment opportunities in new spheres, as well as exposing me to novel uses for time-tested investment vehicles. There can be no doubt that I have a better long-term financial outlook with Logan at my side.
Conner
Atlanta, GA
Being new to the Infinite Banking Concept I was optimistic but skeptical. Logan has done an incredible job of explaining the concept and how it fits in with our specific financial goals. His perspective has highlighted our financial possibilities and helped us see beyond just the day-to-day, month-to-month logistics of money. Logan is insightful and passionate about making this powerful financial concept work for his customers. I can unreservedly recommend meeting with him.
Virginia
Charlottesville, VA
Logan Hertz does a great job explaining financial concepts in simple ways. I enjoyed the process of learning about Infinite Banking with him and would definitely recommend working with him! His insights have been essential in expanding my financial knowledge!
Working with Logan has been a very smooth and enlightening process. We are now much more educated on the Infinite Banking Concept, and on financial concepts in general. We have a plan and are excited for our future financial prospects. We highly recommend working with him!
Logan is professional, courteous and patient. He is great at educating you on the products and processes it takes to get your finances in order. Highly Recommend!!