About Bullogic Wealth Management

Managing Money is Hard

You’ve seen it happen.

A friend or colleague seems to be making all the right financial moves.

They bought a house, purchased that new car, their retirement accounts are overflowing, and they are stock-piling cash like it’s nobody’s business.

If you are like most people – you have no idea what to do with your money. If you’re lucky, you haven’t waited too long to get started.

You would think it would be easy.

You make money; you spend money. Spend less than you make and you are doing good.

Sounds simple.

But what are these few successful people doing differently?

That is exactly what happened to me when I started to care about my money.

I read books and I scoured the internet, but when it came to putting all of the pieces together, I was lost.

That’s when I decided I wasn’t alone.

Bullogic Wealth Management was started to help you put all of those pieces together and give you a clear picture of your finances.

Your retirement account or investments are not our only concern. We are financial life planners that want to make sure you are able to live the life you want.

So, how exactly does Bullogic Wealth Managment help you?
Help you define, prioritize, and reach your goals

When you dream of retirement, what do you see? Are you the type that wants a house on the beach or in the woods? Maybe you just want to live next to your grandkids and travel from time to time. What is that going to cost you?

Let’s rewind the clock. What do you want to do in five years, or next year? Are a house, a wedding, or kids in your future?

If you want these things, you need to plan for them. That is where we come in. We will help you determine the amount of money you need to reach these goals, set up accounts for them, and fund them.

Fix your finances and get you back on track

We are your financial accountability partner. Your success is our success.

Who doesn’t come out of school with debt and student loans? It’s hard to move forward when you always have to deal with the past. We can find the best way to manage your debt and help you break free of it.

Seeing your finances as one big picture instead of a bunch of little ones

Money has a lot of moving parts. Trying to get them to all work together can be a struggle. As CERTIFIED FINANCIAL PLANNERS™, we are equipped with the knowledge and tools to manage your complete financial picture.

We make cash flow management, retirement accounts, and savings accounts all work together to reach your short-term and long-term goals.  We implement tax-saving strategies so your money is working for you and not the government.  Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

Get to Know the Team

Adam Beaty, CFP®, RICP®, EA

Adam has always been fascinated by the finance industry.

He obtained his degrees in Finance and Marketing from the University of Houston and utilized them in the stock market to manage a small conservative option hedge fund. As an investment advisor representative, he was bombarded with questions such as, “How do I repair my credit?”, “How much money can I spend now that my husband has passed?”, and “How should I diversify my portfolio?” The problem with running a hedge fund is that you can only manage peoples’ investments, not help them manage their finances.

He became a CERTIFIED FINANCIAL PLANNER™ and started helping people with their money. Understanding that all money decisions will affect taxes, he became an Enrolled Agent to better understand and handle client taxes. Pre-retirees and retirees are dealing with big transitions and life decisions, so he became a Retirement Income Certified Professional to help guide these decisions.

When Adam is not behind a computer screen working, you can find him on the golf course or behind a chess board. His house is full with a wonderful wife, two Ragdoll kitties, and an extremely hyper Australian Labradoodle.

If your finances are causing you stress, you owe yourself Bullogic Wealth Management

Take the first step and schedule your discovery call today.

Free 30-Minute Phone Call

Get on the phone with us to make sure we are the right fit for you. Once you decide we are, we can move on to the next step.

No-Pressure Phone Call

No hard pitches; no pressure to sign-up. This is a simple phone call to learn more about each other and how we can benefit you and your needs.