In many cases, losing a husband also means losing a financial partner. Suddenly, a widow is faced with essential decisions that she must consider single-handedly...Read More
Fiduciaries are bound by law to put their client’s interest first. We take our roles as trusted advisors seriously. We will be there to guide you through life’s tough decisions without you believing for a second that your success follows ours.
We earn our clients trust and confidence in our approach to personal finance by tailoring our strategic recommendations to their personal situation. Our goal is to help you plan for life events you expect and overcome those you don’t.
Social Security Guidance
Meet the FamilyWe want you to feel like part of our family.
We at Latko Wealth Management, Ltd. strongly believe in investing in our community, and we know that the younger generations are our greatest asset. That is why we are thrilled to sponsor the industry’s leading personal finance curriculum, Foundations in Personal Finance. We’re providing it free of charge to the Lincoln Way area high schools starting in the Fall of 2021.
We have joined forces with Dave Ramsey, one of America’s most well-known financial experts. This relationship reflects Latko Wealth Management’s desire to help clients manage their wealth through the transitions of life and serve as a leader in our communities.
Jim King, Vice President of Ramsey Education Solutions, said, “we are thrilled to be working with Latko Wealth Management, Ltd. They have demonstrated a strong commitment to financial education and empowering students with financial skills that will last a lifetime.”
Dave Ramsey’s Foundations in Personal Finance course is a comprehensive curriculum designed to provide students with sound financial principles that will guide them into adulthood. On video, Ramsey and his team educate and entertain students as they learn how to avoid debt, build wealth, and give like no one else.
Look for exciting updates! We’ll be sharing more about the schools we’re sponsoring and the number of students receiving the money skills that will help them thrive in today’s economy.
What We Do
What you do today has a huge effect on what tomorrow can be. Position yourself now to make the most of your estate. You realize the financial planning process extends beyond you, to other generations and even causes that you care about. We help ensure your assets will be distributed according to your wishes in the most tax-advantageous way, to maximize the support for your family and charitable organizations.