A rich and fruitful life is about more than money.

It’s about our relationships and serving others. However, for many, financial concerns become a distraction from living a joyful and abundant life.

Perhaps you’ve been asking questions such as: Am I making wise decisions? How much is enough? Should I get a second opinion? For over 40 years, Kevin Latty has been helping clients make wise decisions so they can focus on the harvest of “fruitful living.” If you don’t have the time or expertise to manage the financial resources entrusted to you, or if you’d simply like a second opinion, Kevin and his team would be happy to serve you in your desire to live a more fruitful life.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources


A generous person will prosper; whoever refreshes others will also be refreshed.
Proverbs 11:25