Some of Our More Popular Services
Retirement Accounts
We will help you understand what's inside your retirement accounts.
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Financial Independence
Learn about the many ways to achieve financial independence
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Asset Allocation
Understand how to balance risk and reward to achieve your goals
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What Our Client's Are Saying
Beju Shah, PharmD
"Dr. Thomas Latuga extended some help with questions I had on my financial portfolio. While, I did have some basic insights, he was able to engage in a genuine, non-biased way with me on a few strategies that I had not considered. The financial industry lacks transparency and trustworthy individuals. Most financial advisors & insurance agents make money from the financial products they sell. As a result, they will tell you anything to sell you something. Dr. Latuga will give you the comfort of knowing where you can take the next step and where to avoid the pitfalls or missed opportunities!"
Joy
“Tom is an incredibly kind, helpful, and knowledgeable person. He has patiently listened and offered advice to a wide range of my financial questions. Investing on my own--without a financial advisor--always felt very overwhelming to me. With Tom’s advice and help, I now have the confidence and knowledge to begin investing on my own.”
