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We Help You Work Towards Your Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

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Intrusco:        Integrity - Trust - Cooperation

We Put People First

We Put People First

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven 10 step process designed to unearth details, create dialog, and build a basis of shared understanding.

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Meet R. Mike Latta<br/>President of Intrusco Associates, Inc.<br/>

Meet R. Mike Latta
President of Intrusco Associates, Inc.

As a financial advisor since 1983, Mike’s clients have valued his years of experience and knowledge of how money grows when applying tax reduction, wealth transfers, balanced risk management and income strategies to build their financial futures.

Mike has had the opportunity to assist many individuals and business owners with their financial goals and concerns. Trust, cooperation, knowledge and personalized communication are the building blocks for long-term relationships. 

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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>Disability and Your Finances</p>

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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How Can We Help You On Your Path?

Thank you!