The Filla Latzke Group

06/04/2026

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

06/03/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

06/02/2026

Scott and Val recently enjoyed a beautiful day on St. Pete Beach.

06/02/2026

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/12/2026

The Filla Latzke Group Spring 2026 Newsletter is ready to view!

See helpful financial advice videos and downloadable resources from The Filla Latzke Group, a financial advisor in Mequon, WI.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/04/2026

Join us in celebrating Scott Latzke, who has been named to the 2026 Forbes Best-in-State Wealth Advisors list. Congratulations, Scott! All of us at The Filla Latzke Group share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

Grow your financial confidence with the help of The Filla Latzke Group. Learn how our team operates as part of the community in Mequon, WI

04/28/2026

JOIN US in person or virtually at one of our 2026 Market and Economic Update Presentations coming up in May. Additional information and registration can be found on our website.

Learn about upcoming financial seminars and financial events in Mequon, WI, hosted by financial advisor: The Filla Latzke Group.

02/19/2026

The Filla Latzke Group Winter 2026 Commentary is now available on our website.

The Filla Latzke Group in Mequon, WI has the financial calculators, tools, and estimates to meet your needs.