Please read our current COVID-19 status notice.

Latitude is open and working to support you.

Valued Clients, Advisors, and Industry Partners, we hope you are well during this challenging and unprecedented time. As the COVID-19 situation evolves across the globe and within our communities, health and safety remain our top priority.

Please rest assured that we are open for business and are available to support you and your employees. Fortunately, many of our employees already had access to remote and work from home options; we hope the transition to full time work from home has not caused any delay in services.

LatitudeTM is as much an idea as it is a destination.

It is an intention to serve and expresses our flexibility in crafting retirement plan solutions that meet your unique needs.

Latitude reflects our growing national presence as we support clients large and small in cities and towns across the country. It’s about our long-held commitment to being a partner committed to your success.  

The strength of a national firm with the feel of a local provider.

Offices in Plymouth, IN; Mount Pleasant, SC; Woodland Hills, CA; Phoenix, AZ; Cincinnati, OH;
Indianapolis, IN; and Columbus, OH.



Let’s talk about a retirement plan that’s actually designed to meet your goals.


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Our sole focus on retirement plans drives important benefits for you.

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