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 Management help you?
When you dream of retirement, what do you see? Are you the type that wants a house on the beach, in the woods, or in the mountains? 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 the future?
If you want these things, you need to plan for them. That is where we come in. We will help you define and determine the amount of time and money you need to reach these goals and then we will lay out a clear-cut plan of action to work towards your goals.
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.
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.
Adam Beaty, CFP®, EA, RICP
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. From there, he continued to increase his knowledge of retirement planning by becoming a Retirement Income Certified Professional.
When he’s not busy with financial planning or preparing taxes, he is usually spending time with his wonderful family. Married now for over 8 years, he loves to travel with his wife to their favorite place, Sedona, Arizona. While at home he gets to play with his two adorable kitties, Sophie and Lily, and his Labradoodle, Oliver.
Robert Dowd, MSTFP, CFP®, EA, CSLP®
Robert Dowd is a highly skilled and dedicated Financial Planner with over 5 years of experience as a CERTIFIED FINANCIAL PROFESSIONAL™, where he has been helping individuals and families achieve their financial goals and secure their future. Rob’s journey in the financial industry spans over 7 years, and brings a wealth of expertise in financial planning, student loans, taxes, and retirement strategies, offering personalized solutions tailored to each client’s unique needs.
He earned his degrees in Finance and Accounting from Widener University in 2013. Recognizing the importance of continuous education, he pursued a Master’s in Taxation and Financial Planning, which he completed in 2017. This education has equipped him with an in-depth understanding of complex financial matters, enabling him to navigate intricate tax regulations and optimize clients’ financial situations.
Outside of his professional endeavors, Rob values spending quality time with his family. He cherishes moments with his wife, Kelly, and their three daughters, Molly, Maddie, and Hannah. Alongside his loved ones, he enjoys the companionship of their black lab, Bo.
In his leisure time, you can often find Rob at his local Brazilian Jiu Jitsu academy, where he hones his skills and challenges himself both mentally and physically. He is also an avid golfer who relishes the strategic and competitive aspects of the game.
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