Our Story

Latitude Retirement^TM is an organization of retirement plan experts committed to helping you and your company create a path to a successful financial future. When you work with us, you’re supported every day by our team of more than 35 credentialed professionals aligned to this singular goal.

For 30 years we’ve worked with everything from one-person plans to those serving the needs of hundreds of employees. We have relationships with professional service corporations to retailers to large manufacturing firms. We translate this experience to the consulting we do in tailoring a plan to fit your unique needs.

Latitude^TM is happy to work with your financial advisor and your choice of investment platform. As an independent professional team, we are free of conflicts of interest about investment products and provide you expert plan design, administration and compliance guidance.