About Us

Asset Planning Solutions takes a proactive and customized approach to managing investments based on a personal knowledge of each client’s overall financial needs.

Our clients have come to appreciate excellent service, thorough communication, and easy access to the firm's Certified Financial Planner™ professional.  We are committed to maintaining this professional approach to every person who entrusts their financial future to us.

For consumers who aren’t ready to have their portfolio professionally managed, we can help by providing a second opinion or more comprehensive retirement lifestyle analysis.

If our approach sounds appealing, we would love to hear from you.  Feel free to call us for a complimentary consultation so that together we can evaluate the potential for a mutually beneficial relationship.

About The Owner

B. Scott Logan, founder of Asset Planning Solutions, is a CERTIFIED FINANCIAL PLANNER™ professional with more than twelve years of investment management and comprehensive planning experience.

More about Scott

Our Mission

Call us today for a complimentary, no obligation consultation!
(405) 608-3099

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.