What We Do

Our sole focus at Latitude is the business of retirement plan solutions. We simplify complicated situations and navigate regulatory complexity so that you don’t have to. We understand the needs of business owners and as retirement and compliance experts, we can help you connect the dots between a retirement benefit plan and your business operations.

As an industry expert, we see good retirement plans and not-so good ones every day. The key is to design tailored plans to fit the needs of each client.

There’s no one-size-fits-all mentality here.

Latitude offers a broad range of benefit plan designs. We’ll take the time to learn about your business, understand your objectives and help you make a well-informed decision to create a retirement plan that achieves your goals. Whether you are installing a new plan or modifying the provisions of an existing plan, count on us to draw on our 30 years of experience to create a plan that truly fits your business.

We don’t sell insurance or investments.

That leaves us free to be a strong, independent partner to your existing advisor and plan.

Learn more about our approach to…