401k Latte Company
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​We serve ​families
​& individuals. 

Personalized Client Services

​Our Clients:
... Enjoy the relaxed coffeehouse atmosphere and individualized attention they receive from a licensed fiduciary who has their best interests at heart.

... Develop a customized plan for retirement and know the purpose of each of their investments.

​... Know they can contact the 401k Latte Company any time a question or concern arises.

... Can access account information 24/7 through our website portal.

... Meet with Peter on a regular basis each year to review their goals, discuss how life events affect those goals, and adjust their financial plans accordingly.

​... Attend occasional customer appreciation and educational events that offer essential financial information in a social setting.

For Individuals

For Families

  • 401(k) Rollovers
  • Financial Planning
  • Investment Management
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Traditional Savings Methods
  • Tax Advantaged Methods
  • IRC Sec. 529 Qualified Tuition Plans
  • Coverdell Education Savings Plan

Don’t see what you’re looking for?
​Start a conversation at 952.882.0400.​
We have experience working with all kinds of retirement income products,
​and chances are we can help you, too!

Make a free, no-obligation appointment to talk ​about your financial future.
10543 165th Street West
Lakeville, MN 55044

E: office@401klatte.com
P: 952.882.0400
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Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. See our Privacy Statement.

Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
18911 - 2019/5/24

Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
  • Home
  • Meet the Team
  • How We Can Help
  • Resources
  • Blog
  • Events
  • Contact
  • Account Lookup