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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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Pullbacks, Corrections, and Bear Markets

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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

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

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Principles that can help create a portfolio designed to pursue investment goals.

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The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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A bucket plan can help you be better prepared for a comfortable retirement.

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You’ve made investments your whole life. Work with us to help make the most of them.

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