Broker Check

Families & Individuals

Client Centered

At the Latus Group, we focus on the needs of our clients. As an independent firm, we represent our clients rather than any specific company. Our independence is vital to delivering objective, unbiased recommendations. We are the foundation of financial knowledge for our clients, as they employ our guidance and advice to execute their most important life decisions. Our service and commitment to our clients is unwavering and consistent.

We work together with our clients to understand their unique financial needs and help create a path to achieving their financial goals. We know that behind every account is a story that we must fully understand and embrace in order for our services to be heartfelt and effective. 

Our approach is comprehensive and covers a variety of areas, including:

Retirement Income Strategies

Retirement Income Strategies

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Wealth Management

Wealth Management

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Investments

Investments

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Long-Term Care Strategies

Long-Term Care Strategies

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IRA/401(k) Rollovers

IRA/401(k) Rollovers

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Tax Efficient Strategies

Tax Efficient Strategies

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Annuities

Annuities

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Asset Preservation Strategies

Asset Preservation Strategies

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Life Insurance

Life Insurance

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IRA Legacy Planning

IRA Legacy Planning

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Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.