Broker Check

Latko Wealth Management, Ltd. - Frankfort, IL

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

Yes, we are Fiduciaries!

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, 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

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Retiring the 4% Rule

Retiring the 4% Rule

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

 

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Succeeding at Business Succession

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

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

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

Long-Term-Care Needs

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

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

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Cycle of Investing

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

View all videos arrow