Where are you in your financial journey?
No matter where you are - building wealth, planning for retirement, or securing your legacy - understanding your financial position is key. We're here to help you set goals, make decisions, and confidently navigate each stage of your journey.
Getting ready for retirement? It's one of the most crucial steps in your financial journey. We offer a variety of customized strategies to help you stay on course for a confident and comfortable retirement.
Whether it’s for you, your children, or your grandchildren, an education plan can open doors to incredible opportunities. Start planning today to set the stage for a bright and promising future!
Every dollar matters, and we’re here to make sure yours go further. Our tax-efficient strategies are designed with a goal to help you hold on to more of your income, keeping it hard at work for your goals and financial future.
Investing is essential for growing your wealth. We'll help you create a plan that aligns with your financial goals. Let's get started on your investment journey!
Life is full of surprises, but with effective risk management, you can safeguard your financial well-being and be ready for the unexpected. Take control of your future by managing your risks today.
Protect your legacy and ensure your assets are passed on according to your wishes. Thoughtful estate planning helps you safeguard your wealth and provide for your loved ones with confidence.
Financial Life Stages
Ages 18 - 50
Ages 50 - 65
Ages 65+
- Emergency Fund
- Building Credit
- Buying a Home
- Life Insurance
- Disability Insurance
- Retirement Planning
- Estate Planning
- Long Term Care
- Investing
- Emergency Fund
- Borrowing Money
- Buying a Home
- Long Term Care
- Life Insurance
- Retirement Planning
- Investing
- College Planning
- 401(k) Distribution Planning
- In-Service Distribution
- Annuities
- Cash Reserves
- Retirement Income Distribution
- Long Term Care
- 401(k) Distribution Planning Term Care
- In-Service Distribution
- Annuities
- Investing
- Estate Planning
- Medicare
Investment Resources
Brokerage Disclosures:
The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:
Other Government Agency
or Obligations
Logix Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.
© 2024 Logix Financial Services
CA Insurance License #0D64827
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