My husband and I started working with Scott when our daughter was very young in order to prepare for the expense of college, a wedding, etc. Scott is incredibly patient and attentive. He explains investment options and trends in plain English so that you feel supported instead of stupid. We highly recommend Scott Cody for investment advice and planning.
- Courtney C.
This statement is a testimonial by a client of the financial professional as of 11/25/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Working with Scott has been invaluable as we started our business and our personal needs, as well as the needs that my husband and I had as we started our family. He has been so attentive and responsive and has made financial decisions so easy and personal. We are so thankful for our relationship with Scott.
- Rachel C.
This statement is a testimonial by a client of the financial professional as of 11/25/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
I have dealt with Scott Cody for over twenty years at Twist & Shout in the capacity of general manager and found him at all times to be remarkably easy to work with, prompt and professional, and a good communicator who responds quickly. In March of 2022 I took over ownership of the store and his assistance and guidance throughout the process of transition has been invaluable in the oftentimes complicated process of switching over our programs to the new company.
- Patrick B.
This statement is a testimonial by a client of the financial professional as of 12/28/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Business owners are often so caught up in the day-to-day decisions of managing their business that they don’t have the time to focus on their financial strategies for their business and personal life. At Latitude Financial Group, our goal is to serve as a private financial guide, assisting with a number of critical issues every business owner should address, including
- SEP/Solo(k)/401k plan startup and audit
- Profit sharing
- Cash balance pension
- Key person insurance
- Buy-sell planning
- Employee education
- Personal Retirement Strategies
- Tax-Loss Harvesting
We can also help you navigate the complex world of retirement plans for your company. Your key employees will demand access to a retirement plan almost without exception. Beyond this, as a business owner you have a moral obligation to offer a way for employees to invest for their own retirement. Setting aside the benefits to your employees, you are entitled to opportunities to maximize tremendous tax benefits that a tax-qualified retirement plan can afford. In order to minimize your personal tax exposure, a company sponsored retirement plan can offer tremendous tax relief. Executive compensation packages and employee benefit plans offered through your company are a great way to attract and retain your key employees, save on taxes, and invest for retirement. We will design a plan with the options that meet your needs in order to maximize contributions and tax-savings. Our technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present custom strategies to fit our clients' personal and business objectives. Covering the full spectrum of corporate retirement plan products, we help clients determine an appropriate strategy for their business, whether that is a 401(k), 403(b), SEP or SIMPLE IRA, defined benefit plan, profit sharing plan, or other option.