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Latko Wealth Management, Ltd. - Frankfort, IL

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

Why Use A SmartVestor Pro

        

SmartVestor Pros earn Dave’s endorsement—they can’t buy it.

Being a SmarVestor Pro isn’t easy; it’s hard work because I'm held to a higher standard of excellence. While Smartvestor Pros do pay a fee to cover website maintenance and employment costs, Dave’s endorsement is not bought—it’s earned. There is a 45-person team that interviews potential Smartvestor Pros several times and provides support to make sure your Smartvestor Pro provides the advice Dave would give. They also make sure that every Smartvestor Pro is someone you feel comfortable talking to and is a person you can trust. On top of that, every Smartvestor Pro is evaluated on the performance of all Smartvestor Pro's every month, to make sure the best agent possible is recommended. Also, every person who uses an Smartvestor Pro has a chance to grade them based on their personal experience through surveys provided.   

 

 The Three David's...                                                                                                                                                       David Latko Jr, Dave Ramsey and David Latko 

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.