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.

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Retirement Planning

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.

Retire with Income
Retirement Options
Build Your Assets
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Education Planning

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!

529 College Savings
Financial Aid Options
College Planning
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Tax Efficiency

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.

Tax-Advantage Accounts
Understand Your Tax Bracket
Financial Consultants
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Investment Planning

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!

Start Investing
Set Financial Goals
Invest with Confidence
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Risk Management

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.

Risk Management
Life & Health Insurance
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Estate Planning

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.

Estate Planning
Exclusive Member Benefits
Understanding the
Financial Life Stages
ACCUMULATION
Ages 18 - 50
PRESERVATION
Ages 50 - 65
DISTRIBUTION
Ages 65+
Ages18 - 30
Accelerating your financial growth becomes the focus. It's all about making strategic decisions that balance building wealth with future security.
Ages30 - 40
Securing and preserving your wealth becomes the priority. It's about refining your strategies to ensure long-term stability while preparing for future goals like retirement.
Ages40 - 50
Preparing for retirement takes center stage. It's all about fine-tuning your investments and focusing on preserving wealth to ensure a comfortable future.
Ages50 - 60
Transitioning to retirement becomes the focus. It's about managing your assets wisely and planning for the distribution of your wealth to support your lifestyle.
Ages60 - 65
As you approach retirement, the focus shifts to protecting your assets and preparing for the next phase. This includes managing risk, optimizing income, and ensuring your wealth lasts.
AgesOver 65
This is the stage where enjoying retirement and maintaining financial security are key. It's about carefully managing your resources to support your lifestyle and future needs.
Key Things to Consider
  • 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

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Call Us At:
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Information
Financial
Consultants

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:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits
or Obligations
May Lose Value

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.

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