Logic Investment Advisors LLC
Gain from an independent perspective.
Logic Investment Advisors, LLC is an independently owned financial consulting firm with more than 20 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Logic Investment Advisors, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Helpful Content
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?