Why I Became a Financial Advisor
I’ve always been a numbers guy, but my motivation comes from my desire to help people. My father passed away when I was young, and my mom became the sole decision maker for the family. She did a great job of handling everything on her own, but I imagine if she had a fiduciary to help relieve some of the pressure during that time, it would have helped her tremendously. Therefore, I like to think I can make a similar impact to help clients alleviate the additional pressure and worries that they don’t need to carry with them.
I Am in Your Corner
With how quickly circumstances can change, life can become overwhelming at any given moment, especially when finances are involved. Having someone in your corner to be with you through the ups and downs of life is important not only from a financial guidance perspective but also for a sense of comfort. I’ve been able to see the positive impact with numerous clients when it comes to being there for them when they need it most through unexpected job changes, retirement, death of a loved one or birth of a child.
When life becomes hectic, emotions tend to run high as one would expect. In my role as a financial advisor, I am there to take the emotion out of decision-making. As with any life change, people want to know they are not alone, and I take pride in being there for them along the way to provide comfort and reassurance.
Logan Sanders, CFP® joined Forum Financial Management in 2019 and currently serves as a Financial Advisor in the Thousand Oaks office. Prior to joining Forum, Logan served as client service associate at Lamia Financial Group. He also has experience as a client services staff member and trainer for the YMCA of Thousand Oaks and as a college financial representative for Northwestern Mutual.
Logan approaches financial advice from a fiduciary standpoint to always act in a client’s best interest. Moreover, he realizes that the first step to helping clients achieve their goals is to listen when they identify their financial needs and long-term plans.
Logan is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree in financial planning and a bachelor’s degree in business administration with an emphasis in finance from California Lutheran University in Thousand Oaks.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.