Broker Check

Latko Wealth Management, Ltd. - Frankfort, IL

 
Email Us | (800) 469-8887 | (815) 469-8887

Yes, we are Fiduciaries!

Find Out Latko Wealth Management SERVING ILLINOIS AND BEYOND LEARN MORE ABOUT HOW WE'RE HERE

DAVE RAMSEY SMARTVESTOR PRO (SVP)

Find out more about Dave Ramsey, and how we partner together to guide you in the right direction when it comes to your finances.

Learn More

Our Team

Click here to find out more about our team and how were here to help you.

Learn More

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals?

Learn More                                              

Our Mission: To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.

Whatever your financial needs may be, whether it's financial planning, estate organization, portfolio stress testing, retirement strategies, prenuptial and divorce Planning or whatever transitions your life takes you through, we want Latko Wealth Management, ltd. to be your financial quarterback. We are not brokers, we do not earn transaction commissions and you know all of your cost up front. As Registered Investment Advisors we are legally bound to work in your best interest. Today, more than 95 percent of all David's clients have remained with Latko Wealth Management, and are now joined by new generations of clients who seek his counsel. 

45 E. Colorado Ave. Frankfort, IL 60423

david.latko@lpl.com
Phone: 815-469-8887
Toll Free: 800-469-8887

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow