Broker Check

Latko Wealth Management, Ltd. - Frankfort, IL

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

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

 

Social Media: #Newest Business Liability Risk

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

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow