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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Your Cash Flow Statement

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

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

View all videos arrow