Logan Offner, Financial Advisor

08/13/2025

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

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05/05/2022

Rent or Buy a home?

Here’s what to consider:

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

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:

10/18/2021

I hope you and your family are staying healthy during these uncertain times! I just wanted to let you know I am here to help and support you as always. Feel free to reach out for any questions you might have! [email protected]

10/18/2021

During the current situation, the major focus of information has been on Covid-19 and health-related concerns. However, a number of concerns are also being raised about the following types of issues:

• What is happening to my retirement plan? Will I still be able to retire?
• What happens to me and my family if I lose my job?
• How will this market volatility impact my ability to send my child(ren) to college?
• What happens to my family if I am stricken with the virus and were to die?

If you or anyone else you know is having these concerns and would benefit from a conversation, I am here to help. Please contact me and I will schedule a virtual meeting during which time we can address any concerns you have and how to address your specific situation. [email protected]

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.

10/05/2021

Retired or Nearly There? How to Weather a Market Downturn

If you're retired, or nearing retirement, market volatility can rattle your nerves and scramble your plans. Here's how to get through a downturn.

10/05/2021

The single smartest thing to do with your investments when the stock market slumps

A market slump is the ideal time to take your hands (and your mind) off your investments, and let them alone to rebound naturally.

12/11/2020

The topics my clients are most interested in are:

- Retirement / Retirement Income Strategies
- Life Insurance Coverage
- Student Loan Payment/Refinance Strategies

Please message me for more information or if you would like to explore current opportunities in one of these areas!

12/02/2020

Very thankful for the team that I have here.

Logan Offner, Financial Advisor has been a great asset to our Synergy Team. He is a constant source of positive energy!

11/05/2020

Have 30 seconds?

1. Click the link
2. Click get quote
3. Choose coverage amount and length
4. View Price

Protect your loved ones

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 💵 💵

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.