With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future. It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. When the market turns down there will be big losses.
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As financial professionals, we are committed to helping people just like you create strategies planning for their retirement assets.
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (1)
Kim Lopez
May 19, 2021
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Latham Wealth has helped me with a few things over the years and I could not be more pleased with the service they provide. Their rates are very reasonable and they are always available for questions and concerns. I have recommended them to family members and friends who now also use their services. Great small firm with a personal touch.
