Advisors
Latitude RetirementTM is an expert partner to financial advisors across the country and we’re here to help you grow your retirement plan practice. We have deep expertise in plan design, plan consulting, administration, compliance and ERISA fiduciary services.
Since we do not sell insurance, accounting or investment services, we are a truly independent partner without product or platform limitations or conflicts. We focus on helping you earn long term relationships with superior retirement plan designs and administration to support your focus on investments and services to employers and their employees.
Let LatitudeTM be your retirement plan expert.
We work hard to be a great partner to financial advisors.
Our investment in achieving and maintaining our CEFEX certification underscores this commitment. It’s a tangible way we demonstrate our investment in people, process and technology to be a best-in-class choice. Don’t settle for less than a CEFEX-certified firm.
