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About Us
Our Firm, Our Values
Meet The Team
A Personalized Approach to Your Planning
Investment Philosophy
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Time Segmentation of your assets into ‘Buckets’
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Mind Games
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Logan Harris
Phone: (954) 575-9323 Cell: (954) 803-5582
email:
lharris@palmwealthpartners.com
Schedule a Meeting With Us
About Us
Our Firm, Our Values
Meet The Team
A Personalized Approach to Your Planning
Investment Philosophy
Our Fees: Full Transparency
In The Community
Privacy Policy
Form CRS
Our Clients
Your Financial Roadmap
Women as the Household Financial Managers
College Faculty and Staff
Our Services
Areas of Financial Planning
Time Segmentation of your assets into ‘Buckets’
Family Love Letter
Your Personal Financial Portal
Resources
Mind Games
Blog
More Info
Client Access
Your Brokerage Account Access – Schwab/TD Ameritrade
Your Client Portal Login
Client Conference Call Replays
Contact