Dan is a Certified Financial PlannerTM and a Behavioral Financial AdvisorTM. He is most proud of his careful guidance of his widowed, divorced, and single-female clients through challenges toward self-confidence and independence.
Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.
Start here if you are single, divorced, or widowed
Start here if you are a family
Start here if you are a professional
Start here if you own a business
Helpful Content
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?