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Navigation to financial independence. Reflect on your present situation. Have you arrived at your destination with intention? Prepare to take advantage of opportunities, maximize your resources and chart the course. Measure your risks, weigh the alternatives and make promises you can keep. Experience the value of working with skilled professionals to pursue your financial goals. Understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Learn more about who we are and gain access to market performance data. If not now, when? If not this way, how? Decide today. Connect with Latitude |
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How much life insurance would you need to produce a sufficient income stream for your family? This calculator is designed to help you clarify your comfort level with investment risk. This calculator can help you determine whether you should consider converting to a Roth IRA. How much will it cost to pay off a loan over its lifetime? |
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| Dow Jones Industrials | 12,660.46 | - 74.17 |
| Nasdaq Composite | 2,816.55 | + 11.27 |
| S&P 500 | 1,316.33 | - 2.10 |
| 10 Year Treasury Note | 1.90 | - 0.03 |
| OSX Oil Service Sector Index | 239.65 | + 2.99 |
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Criteria for the Newsweek and Denver Magazine awknowledgement was taken from The National Association of Board Certified Advisory Practices' (NABCAP) Premier Advisors List. NABCAP specifically ranked advisory practices using the following criteria: market affluence, team dynamics (who comprises the team), years of experience, credentials/designations, minimum investable assets to become a new client, planning philosophy, investment philosophy, risk philosophy, typical percentage of alternative investment ownership, fee/cost structure, customer service model, U4/ADV status. NABCAP has not released the number of practices measured in their survey. Latitude Financial Group, LLC was charged a fee to participate in the survey.
FIVE STAR Wealth Manager Best in Client Satisfaction (2009 and 2010) exclusive recognition awarded by Crescendo Business Services, includes less than 7 percent of wealth managers in the local area and reflects those scoring highest in client satisfaction. Wealth managers were identified by surveys conducted with consumers and financial professionals, and evaluated across nine attributes: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a recipient of one of the aforementioned awards does not guarantee investment success.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA / SIPC Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Scott Cody, Daniel Grote, Dustin Tidwell Representatives Latitude Financial Group and Securities America are unaffiliated. Securities licensed in: CO, WY, NM, NY. AL, IL, VA, WA. Insurance Licensed in CO, WY, IL, NY, VA. Advisory Licensed in CO, WY, NM, NY.