Professionals

As a professional you have a unique set of risks

We offer guidance on

Buy/Sell Agreements

Cash Flow Banking

Keyman Protection

Initial Funding Agreements (IFA)

Corporate Estate Transfers

Group Plans

Corporate Insured Retirement Plans

We are positioned to work in collaboration with your legal and accounting associates or provide access to our key partners to ensure that your operational solutions are robust and effective. Engaging with Latitude Wealth to safeguard your business means you can rest assured that the hard work and time you have invested in your business will be protected.

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Ryan R

Couldn’t be more happy with how Ryan has looked after our whole family’s insurance, and the recommendations made that have put or family in the best possible situation insurance wise.
Knowing that Ryan has our best interests at heart and seeing how and what he does to make sure my family is looked after is priceless.

What's Best for You?

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Our Process

1

Get to know each other

Our commitment to every customer is to take the time to get to know you and find out what is right for you and your needs.

2

Anylysis

By taking the time to understand your unique objectives and situation, we will analyze your goals and explore every option to devise a tailored plan that fits your needs. Gain the peace of mind that comes with knowing things are taken care of.

3

Options/Solutions

We will meet again to discuss all available options, and then walk you through a plan to ensure it meets your individual goals and objectives.

4

Approval & Implementaion

We will be with you every step of the way to ensure that you make informed decisions and can achieve your financial goals.

Call to Action

From making strategic decisions to developing your capabilities, I’m here to help. Using my expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting.