Our Services

Latitude Financial, LLC is able to provide a full spectrum of financial services through its advisor network. These services are broad in scope ranging from investment and retirement planning to estate and business succession planning. These services are provided through:



Latitude Advisors, LLC - SEC Registered Investment Advisory Firm

  • Access to fee based money management investment programs
  • Provide written financial planning and consulting services on a fee basis
  • Offer educational programs to companies to help their employees in various areas of financial planning either through group seminars or on and invidual basis.

GWN Securities, Inc. (Member FINRA & SIPC)

  • Provide investment services – the types of securities offered include mutual funds, variable annuities, stocks, bonds, ETFs etc.

Many of our advisors are independent insurance agents licensed to offer all types of life, health and disability insurance.

If you are working with an advisor that is transferring to our firm, please be sure to review the below link before deciding to move your accounts to our firm.

Issues to consider when your broker changes firms

The services we are able to offer include:

Personal Financial Services

Retirement Planning – Combining investment, cash flow and tax planning for a comfortable retirement.

  •  IRAs and Rollovers
  •  Tax Consequences of Lump-Sum Distribution
  •  Investment Strategies for Retirement
  •  Selecting a Pension Option at Retirement

Investment Planning – Meeting short and long term investment needs such as education funding, pension investing or basic wealth accumulation.

  •  Mutual Funds
  •  Fixed and Variable Annuities
  •  Unit Investment Trusts
  •  Individual Stocks and Bonds

Tax Planning – Helping clients reduce taxes.

  • Tax-Free and Tax Advantaged Investing
  • Innovative Ways to Reduce Income Taxes

Estate Planning – Helping clients plan for the distribution of their assets.

  • Planning to Minimize Expenses and Federal Estate Taxes
  • Strategic Use of Life Insurance in Estate Planning
  • Charitable Giving Strategies
  • Family Business Succession Plans

Risk Management – Protecting your family through the prudent use of insurance.

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long Term Health Care Insurance


Business Financial Services

  • Qualified retirement plans (pension, profit sharing, 401(k), 403(b), SIMPLE IRA and SEP IRA plans)
  • Investments for qualified retirement plans
  • Buy/sell protection for owners
  • Business succession plans
  • Deferred compensation plans
  • Cafeteria plans
  • Group and individual health insurance
  • Short and long term disability income protection
  • Key man protection for death or disability
  • Group and individual life insurance
  • Overhead expense protection