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Our Mission

Who – R Mike Latta – Financial Idea Specialist

  • Believes everyone wants to know they are making good financial decisions.
  • Understands each person believes what they know is true.
  • Believes each individual wants to minimize or eliminate financial errors.
  • Understands the internet & market place is leaving valuable information out of the learning process that can lead to a flawed decision.

What - If What You Believe To Be True Turned Out Not To Be True, When Would You Want To Know?

Showing people where and how they are losing money unknowingly and unnecessarily can improve their lives today and in the future. There are more opportunities to be gained by avoiding losses than picking apparent winners

Why – Do you know what you want for your financial future?

  • Understanding what you want will minimize stress and build confidence for your journey.
  • Defining what is important and true are keys to fulfilling your goals.
  • Not knowing will cost you a lot of money!


Our ten step educational process of understanding how money works can create balanced and efficient strategies with a greater value.

Our Mission

This is our mission: to identify and clarify what your financial journey would look like with your answers.

As an independent financial fiduciary, Mike offers customized investment strategies and competitive product solutions.

Education Process That Does The Following:

Education Process That Does The Following:

  1. Define What Your Ideal Financial Plan Should Look Like And Why
  2. Understanding The Big Picture Of Financial Decisions One Makes Today Impacts The Number Of Opportunities In The Future
  3. How To Create More Benefits From The Same Dollars Spent
  4. Making Efficient Financial Decisions Will Improve One’s Financial Future
  5. Having Access To Money Without Penalties Is Critical To One’s Financial Security
  6. Understanding How You & Others Make Decisions Can Build Harmony
  7. One’s Confidence Is Enhanced As A Result Of This Process

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Let us know how we can help!

Thank you!