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
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Building Your Legacy
A four-step framework for building a personal legacy.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.