Financial Planning Advisory Services


Whether it's next month's income or a financial goal that's still decades away, your financial future depends on the decisions you make today.

The Logan Group Securities begins with a detailed analysis of your financial resources, needs and goals. Throughout the financial planning process, we will answer your many important financial questions.

The process of financial planning allows you to discover the direction that is right for you. The Logan Group Securities will help you plan and implement a program that is specifically designed for your financial future.

The Logan Group Securities believes the ability to diversify a portfolio among a wide variety of investment tools is essential. Therefore, we represent many of the finest nationally recognized mutual funds and insurance* companies. This allows us to provide appropriate investment vehicles for your needs. The Logan Group Securities provides these services to assist in the completion of your total financial plan.


Complimentary Services:

    Tax Analysis Retirement Needs Analysis
    Projected Retirement Income
    Maximum Contribution Amounts
    Investment Reviews
    Asset Protection Planning 
    CalSTRS/PERS Retirement Review & Analysis 


Are you already investing?

The Logan Group Securities will perform comparative rate evaluations on your existing accounts and portfolios.


The Logan Group Securities
2150 Douglas Blvd., Suite 240
Roseville, Ca 95661-3872
(916) 791-3200  Fax: (916) 791-6555
Toll Free: (800) 684-4730
Email US

Member FINRA & SIPC
We respect your privacy

*Through our affiliated company, The Logan Group, we also offer insurance products


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