Logan Offner, Financial Advisor

Logan Offner, Financial Advisor

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Licenses and disclosures: www.synergywealthsolutions.com/licenses

Tax Expert: HUGE Loopholes In Trump's Big Beautiful Bill - What NO ONE Is Telling You! 08/13/2025

Secrets you should know on how to lower your tax bill! 💸💸💸

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Rent vs. buy | Fidelity 05/05/2022

Rent or Buy a home?

Here’s what to consider:

Rent vs. buy | Fidelity Should I buy a home or keep renting? Here are 5 questions to help with the decision.

30 Minute Meeting - Logan Offner 12/03/2021

How was your 2021:
- Did you start a family?
- Did you buy a new home?
- Did you change jobs?

Let's take 30 min to review your plan moving into 2022

Schedule a phone call here:

30 Minute Meeting - Logan Offner

10/08/2021

While the major focus of the current situation has been on health-related concerns, I have heard a number of concerns being raised about the following types of issues: Retirement, job loss, college savings, illness. I wanted to reach out to let you know that I am here to help. Let’s set time for a virtual meeting during which time we can address any concerns you have and how to address your specific situation.

Protecting Your Most Powerful Asset 09/22/2020

You insure your car 🚘
You insure your house 🏠

But what pays for all of that?

Here’s a short article on protecting your income 💵 💵

Protecting Your Most Powerful Asset If you ever needed to make a disability claim, it quickly becomes clear that the specifics matter. Here are some questions you need to ask yourself to make sure you have adequate coverage.

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Telephone

Address


16150 Main Circle Dr
Chesterfield, MO
63017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm