Our Approach

Organized

We’ll help you develop an organized system for managing your finances, finding ways to streamline your time and resources.

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Informed

We break down complicated financial jargon into language that is fully transparent, helping you to gain a deep understanding of your finances

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Empowered

With a sound understanding of your options, we help you develop a clear path forward that aligns with your goals.

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What’s Your Story?

What’s Your Story?

We want to know your story—where you’re starting, what you value and where you hope to go. Our open, nonjudgmental approach is focused on you.

We want to understand you. We strive to give you opportunities to share your concerns honestly, allowing us to provide suitable recommendations.

We welcome the opportunity to help guide you in aligning your vision with appropriate investment strategies.

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Prepared to Serve You

Prepared to Serve You

At Latona Wealth Partners, we care about the rich heritage of our community and the meaningful relationships we have developed. Our years of education and experience have prepared us to offer you guidance to help you feel confident and calm about your financial landscape.

Backed by a knowledgeable research team and robust tools, we complete a thorough analysis of your risk levels, needs and objectives and use this information in developing financial plans to suit you.

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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Understanding the Basics of Medigap Policies</p>

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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<p>Mastering Mobile Lingo</p>

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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