The Miles Logue Financial Group is a financial advisory firm, having a specialty with insurance based planning for defined marketplaces requiring life insurance solutions for estate planning purposes.
We work with our clients and their advisors, to help ensure the proper coordination of estate, tax, investment and insurance planning. Our team provides in depth knowledge in the recommendation, structure, implementation and management of life insurance based portfolios in collaboration with the overall financial planning for individuals, businesses and families.
As a team, we analyze and evaluate all life insurance based strategies and options that we feel may provide an optimal solution for our clients, while assisting other clients with overall financial planning ideas and recommendations to help organize and best manage their financial situations.
*Licensed to offer insurance in: CA, CO, CT, FL, MA, MD, ME, MI, MN, NH, NJ, NY, PA, RI, TX, UT, VA, WI
CA Insurance License # 0D08836
Florida License # E047102
*Licensed to offer securities in: CA, CT, FL, MA, MI, NH, NJ, NY, RI, TX, VA, VT
Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC (www.sipc.com). Supervisory office: 125 Summer Street, Suite #510, Boston, MA 02110, (617) 439-4389
CRN201212-142976