Put Your Mark on Your Retirement Plans
It works like a 401k, only better
Investments
Selecting funds or customizing equities for your plan is time consuming if you do not have the tools and / or access to the highest quaility Institutional Custodians. We not only have tools and access, we have unique methods of using artificial intellegence combined with tried and true screening automation to pre-select and populate highly rated investment menus for all of our clients.
Financial Planning
Crucial to your success is an adaptable plan. Knowing where you are in relationship to retirement is THE KEY factor in determining income and risk levels.
You can use automated tools through our providers to build a high quality, dynamic and portable plan for you, your family and your employees, or we can build it for you.
If you already know your asset allocation you can choose to fill it out from our menu of investments.
Fiduciary Capabilities
While Employers, Trusts and Individuals have different plan structures and reporting needs, they all have common needs from thier service providers. To that end please know that even though we employ a great deal of technology to provide our services...
" We are Fiduciaries,
We have NO CONFLICTS OF INTEREST.
And
WE ACT EXCLUSIVELY
IN YOUR BEST INTEREST.
ABOUT LOGO
People feel like they are on the outside of the process
LOGO seeks to correct this by empowering YOU with easy to use tools
Put more than your name on your retirement, BRAND IT. Finally you will have your custom branded plan instead of some corporations name all over it. Logo will help you easily organize your financial life in one secure planning location, while being able to choose from a grand buffet of pre-screened investments to fill the asset allocation you choose with automated tools from LOGO.
Worried about mistakes? DON'T BE
LOGOvisors are just on the other side of the screen monitoring your progress via the automated tools you are using. Making sure you have the support needed to successfully Brand Your Plan. If you want more, try live chat, planning labs, videos or call for support.