Latitude Financial Group

Pursuing Income for Life

Financial planner in Denver, CO (show on map)

5.0

★★★★★

9 reviews

Latitude Financial Group, LLC provides financial planning and investment management services, serving single/divorced/widowed women, middle to late career professionals, and business owners.

Call (720) 881-8741

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About

Latitude Financial Group, LLC is a financial advisory firm located in Denver, CO that acts as a fiduciary in advisory relationships. They provide financial planning, investment management, and retirement planning services, specializing in serving single, divorced, or widowed women, middle to late career professionals, and business owners of 5+ years.

The firm believes in Modern Portfolio Theory for investment selection and offers three services: Robust Guidance (flat fee financial planning), Financial Outfitting (fee for assets under care), and Seeking Income for Life (commission-based insurance products with guaranteed lifetime income benefits).

Act as fiduciaries - client best interest is priority

Three independent payment structures

Three-meeting financial planning process (~6 weeks)

Serve specific demographics: women, professionals, business owners

Services

Robust Guidance - Financial Planning

Flat fee financial planning based on household income for ongoing financial guidance. Other advisors may offer 'free' financial plans in exchange for product commitments and referrals.

Flat Fee Planning Ongoing Guidance Comprehensive Financial Planning

Financial Outfitting - Investment Management

Fee for assets under care which is an annual percentage of assets entrusted to the firm for management.

Portfolio Management Asset Management Quarterly Reviews

Seeking Income for Life

Commission-based insurance products with guaranteed lifetime income benefits to combat longevity risk, inflationary risk, and sequence of returns risk.

Lifetime Income Benefits Retirement Income Insurance Solutions

Retirement Planning

Strategic retirement planning for those within five years of retirement using a segmented approach to reduce the impact of down markets on retirement income.

Retirement Income Strategy Segmentation Approach Guaranteed Income

Reviews

Rating

★★★★★

Reviews

"My financial future feels much more secure thanks to his guidance."

Frequently Asked Questions

Are you a fiduciary? +

Since their firm began, their clients' best interest has been the only interests of concern. They act as fiduciaries in advisory relationships and are not compensated by commissions on product recommendations.

How do you get paid? +

They are paid independently for three services: Robust Guidance (flat fee based on household income), Financial Outfitting (annual percentage of assets under care), and Seeking Income for Life (commission-based insurance products).

Who do you serve? +

They serve Single, Divorced, or Widowed Women, Middle to Late Career Professionals, and Business Owners of 5+ Years.

What is your investment philosophy? +

They believe in Modern Portfolio Theory for selecting investments to maximize returns within acceptable risk levels. For those within five years of retirement, they use a segmented approach and consider guaranteed income to combat retirement risks.