Three Easy Steps to becoming a Client
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Step 1: Consultation
The process typically begins with an initial complementary consultation. Before this consultation, you will be E-mailed a confidential profile questionnaire to complete and return for our first meeting. During the initial consultation, pertinent information about your personal and financial circumstances and objectives will be discussed, including review of any current accounts. Prospective clients will be introduced to a variety of our investment resources including, Riskalyze, Hidden Levers and our Wealth BluePrint system.
Included in the Investment review process, we will also discuss other financial areas such as, living trusts, real estate, buying/leasing of vehicles, insurance and any other aspects of your financial plan.
Step 2: Getting Started
All the paperwork is done by us. Once we have your current information, and with your permission, we will prepare all paperwork necessary to open your new account and transfer your assets to Latko Wealth Management, Ltd. based on your most current monthly statements. We will ask you to review the documents to ensure their accuracy and then sign them. We will take it from there.
If you have accounts at other brokerage firms or banks and it is deemed appropriate, we will handle all the paperwork to consolidate and transfer these accounts to be managed by Latko Wealth Management, Ltd. so they can become a part of your comprehensive investment plan. Other accounts, such as your 401k at your current employer, will remain with the current custodian but will be included in your account totals for your overall investment strategy. You will be informed of all fees and costs prior to signing any new account paperwork or transferring any existing account.
All your investment accounts will be opened and held at LPL Financial, Member FINRA/SIPC. (LPL Financial is the nations largest independent broker/dealer) We do not and will not take custody of ANY client funds. Latko Wealth Management, Ltd. is a Registered Investment Advisory and we advise on your accounts, place trades and request changes on your behalf.
Once the accounts are opened, you will begin to receive account statements and trade confirmations. You can receive these statement my mail or online and you will be able to see your investments daily on your computer or cell phone.
Step 3: Semi/Annual Reviews
We maintain regular contact with every client, but our ongoing meeting schedules are determined by your preferences. Whether you prefer to meet semi-annually or annually, at our office, by telephone, or by screen share, we are always here to answer any of your questions. We also offer a variety of client seminars and events during the year for your learning experience and enjoyment!
Click Here for a list of past events
Investment advice is based on your financial situation at the time the advice is presented and is based on the financial information disclosed by you to Latko Wealth Management Ltd. Clients are informed that certain assumptions will be made with respect to interest and inflation rates and use of past trends and performance of the market and economy. Past performance is in no way an indication of future performance. Latko Wealth Management Ltd. cannot offer any guarantees or promises that the client’s financial goals and objectives will be met. As the client’s financial situation, goals, objectives, or needs change, the client is responsible for notifying Latko Wealth Management ltd. immediately.