Broker Check

Latko Wealth Management, Ltd. - Frankfort, IL

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

Yes, we are Fiduciaries!

Menu of Services

Latko Wealth Management, Ltd. provides a comprehensive range of investment services, including but not limited to: 

-Investment Core-

  • Fee Based Advisors 
  • Financial Planning
  • Investment Consulting 
  • Portfolio Stress Testing
  • Risk Management
  • 529/College Setup
  • Tax Strategies 
  • Social Security Planning 
  • Estate Planning 
  • Insurance Management 
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-Emotional-

  • Charitable Giving 
  • Leaving a Legacy 
  • College Planning
  • Family Probate Issues 
  • Beneficiary Planning 
  • Certified Divorce Financial              Analyst   
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-Education-

  • Yearly Client Seminars 
  • Educational Workshops
  • Semi/Annual Reviews 
  • Building Financial Plans 
  • Will/Trust Assistance 
  • Business Plans 
  • Long Term Care 
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-Outside Interest- 

  • Real Estate 
  • Collectibles Management 
  • Aircraft Leasing 
  • Fun Client Events 
  • Purchase/Leasing of Vehicle  
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