Logan Todorovic

Financial Advisor

Dedicated to Providing Practical, Purposed-Based Advice

State(s) Licensed: AZ, CA Insurance Lic. #4444882, FL, IL, IN, WI

Phone: 630-776-7600

Address:

190 S LaSalle St Suite 1610
Chicago, IL 60603

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Dedicated to Providing Practical, Purposed-Based Advice

State(s) Licensed: AZ, CA Insurance Lic. #4444882, FL, IL, IN, WI

Welcome!

My Mission

I founded my practice on the belief that everyone needs and deserves a strong financial plan. It's my goal to see you achieve financial clarity by helping you get the most out of all you've been given.

No matter what stage of the financial journey you're in, I will gladly come alongside and guide you every step of the way on the path toward a positive, fulfilling life.

I bring value to Clients with expertise in:

Retirement - Accumulation Strategies, Income Planning, Distribution Strategies, Extended Care Planning
Investments - Portfolio Building, Wealth Management, Asset Allocation, Investment strategies
Protection Planning - Risk management, Insurance: Life, Disability, Medicare Supplement, Long-Term Care,
Legacy Planning - Estate strategies, Beneficiary Reviews, Generosity
College Planning - Funding strategies, Budgeting, student loan management, Financial Aid Guidance
Generosity Planning - Charitable Investing, Giving Strategies
Small Business Planning - Including Non-Profits and Churches
Tax Efficiency

I Help Answer Questions Like:

When can I retire and am I on track?
Where do I start saving?
How much insurance protection do I need?
What can I do with my old retirement plan?

How We Work Together

My advice is about more than just numbers—it’s the start of a long-term partnership you can rely on.

No matter what curveballs life may throw, I'm here to help you stay on track.

Collaboration helps us stay focused on what’s important to you as we:

Understand

Where you are today and where you want to be

Strategize

Based on your unique situation

Implement

Action steps rooted in your unique values

Adapt

To life changes and celebrate progress

Ready to Connect?

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Location

Chicago Office

Chicago Office

Phone:: 630-776-7600

Hours

M – F: 9 a.m. – 5 p.m.

Address

190 S LaSalle St Suite 1610
Chicago, IL 60603