Edward Jones - Financial Advisor: Logan Sartain

09/02/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

08/31/2026

Preserving wealth takes intentional planning. Strategies such as thoughtful, long-term, tax-sensitive investment planning can help you transfer assets efficiently while preparing future generations for stewardship.

At Edward Jones, we partner with you and your tax and legal professionals to bring clarity, continuity and purpose to multigenerational planning.

08/30/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/28/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

08/25/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

08/23/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

08/22/2026

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight. At Edward Jones, we provide technical expertise and behavioral insights to help you slow down, gain perspective and make confident, well-informed decisions — even when emotions run high.

08/21/2026

Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.