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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.

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Our Team

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals?

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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, whether 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

[email protected]
Phone: 815-469-8887
Toll Free: 800-469-8887

Helpful Content

Should You Ever Retire?

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.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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.

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