2373 Central Park Boulevard,
Suite 100,
Denver,
CO
80238
720.881.8741
info@latitudefinancialgroup.com
Account Access
Menu
Home
About
Team
Financial Navigation Process
Packages and Pricing
Who We Help
Single, Divorced, or Widowed Women
Middle to Late Career Professionals
Business Owners of 5+ Years
The Latitude Blog
Resources
Behavioral Bias Assessment
Retirement
Investment
Lifestyle
Money
Insurance
Tax
Estate
Glossary
Events
FAQs
Contact
Account Access
Tactical Asset Allocation Guide | May 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:7208818741'>720.881.8741</a></p><p class="moonlight-phone">Toll-Free: <a href='tel:18552750771'>1.855.275.0771</a></p> <p class="moonlight-fax">Fax: <span>720.881.8786</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">2373 Central Park Boulevard</p> <p class="moonlight-address2">Suite 100</p> <p> <span class="moonlight-city">Denver,</span> <span class="moonlight-region">CO</span> <span class="moonlight-postalcode">80238</span> </p> </div> <a href="mailto:info@latitudefinancialgroup.com" itemprop="email"> info@latitudefinancialgroup.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/pages/Latitude-Financial-Group/220085221365469?ref=hl" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/LatitudeGuides" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="http://linkedin.com/company/latitude-financial" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.latitudefinancialgroup.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/investment" >Investment</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/estate" >Estate</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/tax" >Tax</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/money" >Money</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.latitudefinancialgroup.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.latitudefinancialgroup.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member <a href="https://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, IA, MD, MI, MN, NM, NY, NV, NC, TX, VA and WA. </p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.36196.305"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.36196.305"></script> <script> //Id's for Scrolling Anchor Tags $('section[class*="dev-id-"]').each(function(){ let id = $(this).attr('class').split(' ').find(function(classTest) { return classTest.includes('dev-id-'); }); if (id){ id = id.replace('dev-id-', ''); $(this).find('.o-container').attr('id', id); } }); //Boxes Combiner if($('.dev-boxesCombiner + .dev-boxesCombiner').length){ let parent; $('.dev-boxesCombiner').each(function(){ //Check if it's the first or subsequent box if($(this).prev().hasClass('dev-boxesCombiner')){ //subsequent $(parent).find('.o-grid__collapse').append($(this).find('.o-grid__collapse').html()); $(this).remove(); } //first box else{ parent = $(this); } }) } </script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Footers/aurora-footer/js/aurora-footer.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script> //Blog Page Title Change $('.page-blog .c-page--header').text('In the News'); //Special Nav button in navigation line var navBtnTitle = 'Login'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); //CR Add Video Background const videoBG = [{ type: 'video', selector: 'dev-videoBG1', videoSRC: '//static.fmgsuite.com/media/documents/4bde6e7c-c444-4741-9500-b58a728c0253.mp4', poster: '//static.fmgsuite.com/media/InlineContent/originalSize/f4a9d765-14b4-4ff8-833b-d16c9f974379.png' }]; videoBackground(videoBG); //CR Custom Icons const customIconsIMGS = [{ selector: '.dev-customIcons1', icons: [{ name: 'Financial Outfitters', imgSrc: 'https://fmg-websites-custom.s3.amazonaws.com/394914-financ/icons/fishing_pool.svg' }] }, { selector: '.dev-customIcons2', icons: [{ name: 'Ongoing Guidance and Communications', icon: 'fa-solid fa-people-arrows' }, { name: 'Outfitting', imgSrc: 'https://fmg-websites-custom.s3.amazonaws.com/394914-financ/icons/fishing_pool.svg' }] }]; customIconsIMGS.forEach(function(iconSet){ replaceIcon(iconSet); }); $(document).ready(function(){ $('.googleReplace').each(function(){ let classes = $(this).attr('class'); $(this).wrap('<span class="material-symbols-outlined" />'); $(this).parent().attr('class', `material-symbols-outlined ${classes}`); $(this).parent().html(''); }); $('.googleReplace1').html('phishing'); }) // Get all dropdowns and add click event document.querySelectorAll(".dev-dropdown .dropdown-tab").forEach((btn) => { $(btn).closest('.dev-dropdown').find('[contenteditable]').removeAttr('contentEditable'); btn.addEventListener("click", function(e) { let dropdown = e.target.closest('.dev-dropdown'); toggleDropdown(dropdown); }); }); // Open/close dropdowns by id of dropdown function toggleDropdown(dropdown) { const dropdownBody = dropdown.querySelector(".dropdown-body"); if (dropdown.classList.contains("open")) { dropdown.classList.remove("open"); dropdownBody.style.maxHeight = null; } else { closeAll(); dropdown.classList.add("open"); dropdownBody.style.maxHeight = dropdownBody.scrollHeight + "px"; } } // Close all dropdowns function closeAll() { document.querySelectorAll(".dev-dropdown").forEach((dd) => { dd.classList.remove("open"); dd.querySelector(".dropdown-body").style.maxHeight = null; }); } //Team White Line Fix $('body[class*="page-team-"] .team-detail p:last-of-type').each(function(){ $(this).html($(this).html() + ' '); }) </script><script> //Scott Cody bio video const teamBiosWithVideo = [ { page: 'page-team-scott-cody-mba-cfs', video: 'https://www.youtube.com/embed/t9y9OYMxkbc?si=gqoCs5MQK4oWNRh-' }, { page: 'page-team-daniel-grote-cfp', video: 'https://www.youtube.com/embed/SvHVZI7R26g?si=pbPm71J42DuKgXAG' } ]; teamBiosWithVideo.forEach( function( teamMember ) { const teamImage = document.querySelector(`.${ teamMember.page } .team-img`); if( teamImage ) { teamImage.insertAdjacentHTML('beforeend', ` <div class="video-wrapper"><div class="team-vid video-container"><iframe width="560" height="315" src="${ teamMember.video }" title="YouTube video player" frameborder="0">
`); } });
