Welcome, I'm
Logan Knecht
Schedule a Complimentary Financial Review Today!
(714) 271-4068
California
NPN: 20722921
As part of our commitment to our clients, each of our providers we partner with are rated A or higher by industry standards.
Customized Wealth Solutions For
You and Your Family
We offer a comprehensive range of wealth solutions tailored to meet the diverse needs of individuals, families, and businesses. We believe in an approach to financial well-being that encompasses wealth creation, protection, and transfer. Our solutions are designed to empower you to achieve your financial goals, secure your legacy, and make a meaningful impact on your family, community, and beyond.
All the services you need,
in one place
Tax-Free Accumulation
Grow your retirement savings without the tax
burden and secure a brighter financial future.
Roth IRA's
Roth Conversions
Cash Value Life Insurance
Principal Protection Programs
Shield your investments from the unpredictability of market losses while ensuring robust asset protection. Navigate financial tides confidently, safeguarding your wealth and legacy from unforeseen risks.
Instantly Approved Term Life Insurance
Powered by Ethos technology, get affordable coverage up to $2 million within 5 minutes, no medical exam required. Free trust & will included.
Children Funds
Secure your child’s future with the Million Dollar Baby Fund. Invest today for a brighter tomorrow with flexible plans tailored to your needs, turning aspirations into achievements. FlexibleTax-Free
Flexible
Tax-Free
Infinite Banking Strategies
Harness the power of generational wealth planning, creating a family-centric financial ecosystem that fosters growth, stability, and legacy preservation for generations to come.
Critical, Chronic, & Long Term Care Plans
Safeguard your loved ones’ future and financial well-being, ensuring peace of mind with coverage that extends beyond life’s uncertainties to include critical illness support. Terminal IllnessLife Insurance w/Living Benefits
Terminal Illness
Life Insurance w/Living Benefits
Trust, Wills & Legacy Planning
Craft a lasting blueprint for your assets, ensuring they are distributed as you envision while preserving your legacy and providing clarity and security for future generations. Reduce Unseen Tax ImplicationsLiving Benefits
Business Owner Plans
Tailored financial strategies for entrepreneurs, ensuring sustainable growth, asset protection, and a smooth succession, positioning your business for long-term success. We also can provide retirement plans services for your employees.
401k, IRA, & Retirement Account Rollovers
Our 401(k) rollover service is aimed at safeguarding your retirement savings and providing a source of guaranteed income for life.
How Our Client Process Works
Enjoy our efficient service with regular updates and your participation ensured.
Step 1. Complimentary Introduction Meeting (Via Zoom or In-Person)
Our first meeting will be a relaxed conversation where we get to know you and your goals without any pressure.
We'll discuss and teach you key financial concepts, and if we're a good match, we'll collect your financial information for a comprehensive one-page Financial Needs Analysis.
Step 2. We Prepare a Customized Strategy
We organize your information and craft a personalized plan that evaluates and compares all available options from more than a dozen companies. We do all of this at no cost to you.
Step 3. We Present Your Proposal
During our second meeting, we will present your strategy and make any necessary changes. If you're happy with your plan, we can help you implement it.
If the timing isn't right, that's okay - you can hold onto your plan and reach out to us when you're ready.
Step 4. Annual Reviews
We will stay in contact annually to assess your existing accounts and adapt them to accommodate any changes in your life, income, expenses, employment, etc.
Learn More About Business Opportunities With Us.
We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
Empowering Dreams, Building Legacies
We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.