Shelly L. Logan - SafeMoney.com

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Ohio

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Safe Retirement Solutions LLC President
Address:
103 Columbiana Plaza Columbiana OH 44408

Safe Retirement Specialist


Hello, my name is Shelly Logan and I help my clients reduce their risk to market exposure while maintaining a solid rate of return.

Clients come to me because even though their retirement accounts have broken records over the last few years, they’re stressed about a possible downturn in the market. Many are still recovering from the downturn in 2008 and know that they CAN NOT weather another hit like that.

I don’t blame them for feeling uneasy. “There is a legitimate basis for fear!” There has been news coming out recently in major publications, like the Wall Street Journal, about our economy teetering on the edge of a major recession.

Here’s what my clients all have in common…

  1. They want principle protection or safety from market exposure.
  2. They want a reasonable rate of return.
  3. They want things to be simple and easy to understand.

If this sounds like you, please call me and we’ll have a friendly conversation about how to eliminate your risk while gaining solid returns and do it with confidence and peace of mind.

Until then, here’s a little bit more about me…

After studying Economics at Kent State University I started my family. During the course of the next 10 years I attained my real estate license while fulfilling a real estate appraising contract for a savings and loan company and raising seven children. From there I wrote Mortgages for Wells Fargo, Bank One, and managed the mortgage volume for five JP Morgan Chase branches. I was a recruitment expansion manager for Country Wide Home Loans. At the onset of the mortgage crisis, in 2005, I rehabbed twelve residential units while running a credit restoration business. I studied for my series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and Chartered Retirement Planning Certification or CRPC.

During and after my efforts to acquire these licenses I worked for Wachovia, Wells Fargo, and TD Ameritrade as a financial adviser. I worked in the gas and oil industry doing acquisitions, abstracts, and brokering barrels of crude oil. At the end of 2015, when gas pricing fell and most oil wells were being shut in, I went back to the financial services industry focusing on Life, Health, and Annuity products.

After all of my experience, I finally found that I love insuring my client’s retirement the most. More than anything, I cherish telling my clients THEY WILL NEVER LOSE MONEY and NEVER PAY FEES. I offer an honest assessment of all products available in the market and an opinion of what I feel meets their needs.

It is my mission to strengthen the lives of those who need me by sharing my knowledge.

Please call me today for a free consultation at (330) 234-5490

Thank you!

National # 1099457
Ohio # 17853102
Pennsylvania # 772391

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