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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.

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Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.

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Start here if you are single, divorced, or widowed

 

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Surprise! You’ve Got Money!

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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There’s an alarming difference between perception and reality for current and future retirees.

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