Call Us: (800) 553-3707
Schedule an Appointment
Friday, December 20, 2024
Plan for Tomorrow, Today
Monday, November 18, 2024
The Basics of Medicare
Wednesday, August 14, 2024
The Importance of Having an Emergency Fund: Your Financial Safety Net

Women, Wealth, and Legacy Planning

Investing and Financial Planning / Legacy Planning
Tuesday, March 09, 2021

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families. Consider these statistics:1

Read more

How Financial Asset Management May Help Investors Stay the Course

Investing and Financial Planning
Tuesday, March 02, 2021

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs such risks. However, because there are no guarantees, investing assets can be a nerve-wracking experience – especially during periods of market turbulence.[i]

Read more

Managing Caregivers Stress

Financial Wellness / Long-Term Care
Tuesday, February 23, 2021

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; but it typically is stressful.

Read more

Contact

Subscribe

Subscribe to our blog to keep up with what’s going on at Logix Financial Services!

Subscribe

Check the background of your financial professional on FINRA's BrokerCheck.

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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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.

CA Insurance License #0D64827 Logix Insurance Services
© 2024 Logix Financial Services

You are about to leave our site.

You are about to leave our site and be redirected to a third-party site not operated by us. The privacy and security policies of the third-party may differ from ours and we strongly encourage you to read and understand how they may apply to you. Logix is not responsible for the privacy, security or content of the third-party site or any transaction you may enter into together.