We offer financial solutions and security through honesty, integrity and service

LaTour Asset Management, LLC

Whether you are an individual, family, or a business in search of a plan for future income, our Investment Advisor Representatives can help you with comprehensive education and strategy development. We also offer insurance products, through LaTour Advisory Group, Inc. to potentially bring an element of predictability for our clients. Experience has shown that one product or one strategy is not the answer for every individual. At LaTour Asset Management, LLC, you will be provided with a recommendation based on your individual needs, risk tolerance and goals. Our income building solutions are tailored to your personal situation.

Our Financial Planning Services

Income Planning

At %%COMPANY NAME%%, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.

Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Along with our insurance firm, LaTour Advisory Group, Inc, we specialize in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.

Investment Management

At LaTour Asset Management, LLC., our main objective is to assist our clients in navigating today’s complex investment marketplace to help accomplish their evolving investment aspirations and goals

Retirement Planning

New Generation Retirement® is a holistic approach to retirement planning. It consists of a five-step retirement planning system that our office and clients work through together.

Social Security

At LaTour Asset Management, LLC, we help our valued clients develop a clear understanding of their Social Security benefit, and both educate and inform them on the optimal time to start accepting their benefit

Custom Annuities

You may own assets that are under-performing, overly volatile or designed for a need you no longer have. This is the time to revisit past decisions and make sure you’re still on the right path to your retirement!

Could Your Tax Bill In Retirement Be Too Big?

Generational Vault

Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

Color of Money Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.