Company Information
Bullogic Wealth Mangement
3571 Mustang Ridge Lane
Pearland, Tx 77584
Tel: 832-543-8890
Fax: 832-543-8891
You come first, always. As a fiduciary, we always put your needs above our own. We wouldn’t have it any other way. Every recommendation we make, rest assured, it is because it is in your best interest. It only makes sense to take advice from someone who is committed to acting on your behalf
People are going to sell you whatever product pays them the highest commission. This is how you end up in annuities or life insurance that isn’t perfect for your situation. As fee-only financial planners, we provide advice, not products. We do not receive commissions, kickbacks, or any revenue sharing from our vendors.
Help Us Learn More About You
It’s time to start learning more about your financial situation. Below you will find a checklist of the items we need to build out your financial profile. Some of these files will not be applicable to you, but upload as many as you can so we can get a better picture of your finances. There is a link below that you can click to upload these files to a personal secure online folder.
Loans and Credit Cards
Estate Planning