LattaHarris and Financial Integrators are bringing together complementary strengths to provide expanded expertise, coordinated planning, and exceptional client service.
A Message From CEO, Chip Chaon
At LattaHarris, we have always believed that strong relationships and trusted partnerships are the foundation of exceptional service.
For more than 40 years, our mission has been to help clients make informed decisions, navigate change with confidence, and achieve their personal and business goals. As the financial and planning needs of individuals, families, farms, and businesses continue to evolve, we believe it is important to continually invest in the resources, expertise, and capabilities that help clients succeed.
That is why we are excited to announce a new partnership with Financial Integrators & LattaHarris.
Both organizations share a commitment to long-term relationships, personalized guidance, and helping clients make sound financial decisions. Through this partnership, we have the opportunity to provide expanded expertise and a more coordinated approach to financial, tax, accounting, retirement, succession, and wealth planning needs while still receiving the local service you have come to expect.
Most importantly, our commitment to clients remains unchanged.
The professionals you know and trust will continue to be focused on delivering outstanding service and advice. Our goal is not to change what makes our organizations successful. Our goal is to build upon those strengths and create even greater opportunities for the clients and communities we serve.
Thank you for the trust you place in us. We are excited about the future and look forward to continuing to serve you.
Chip Chaon
Chief Executive Officer
LattaHarris, LLP
Frequently Asked Questions About the Transaction
Why are LattaHarris and Financial Integrators coming together?
LattaHarris and Financial Integrators share a common commitment to helping clients achieve financial success through trusted relationships and personalized guidance.
By bringing together the strengths of both organizations, we can provide broader expertise, expanded resources, and a more coordinated approach to serving clients as their needs evolve.
What is the goal of this transaction?
Our goal is to enhance the client experience by providing access to a wider range of services, specialized expertise, and coordinated financial guidance while preserving the personal relationships clients value most.
Why does this make sense now?
Clients increasingly face financial decisions that involve multiple areas of expertise, including tax planning, retirement planning, investment management, business strategy, succession planning, and estate considerations.
Combining resources allows us to better support those interconnected needs through a collaborative approach.
For Current Clients
Will I continue working with the same advisor or service team?
Yes. Maintaining continuity of service is a priority. Clients should continue working with their existing advisors and service teams and can expect the same commitment to responsive, relationship-based service.
Will my level of service change?
Our objective is to maintain the high level of service clients expect while creating opportunities to enhance the client experience through additional expertise, resources, and capabilities.
Will my fees change?
There are no immediate fee changes associated with this transaction. As always, any future changes to services or pricing would be communicated directly and individually.
Will I need to do anything?
Most clients will not need to take any action. Should any client-specific documentation or authorizations become necessary, we will provide clear communication and guidance.
Expanded Services and Resources
What additional resources may be available?
Clients may have access to expanded capabilities, including:
- Tax planning and compliance
- Wealth management and investment advisory services
- Retirement planning
- 401(k) and retirement plan consulting
- Estate and succession planning coordination
- Business advisory and consulting services
- Accounting, payroll, and bookkeeping solutions
How does integrated planning benefit clients?
Many important financial decisions affect multiple areas of a client’s financial life.
A coordinated approach can help ensure financial, tax, business, retirement, and estate considerations are evaluated together, helping identify opportunities and improve decision-making.
Who might benefit most?
While every situation is unique, integrated planning can be especially valuable for:
- Business owners
- Agricultural producers and farm families
- Individuals approaching retirement
- Multi-generational families
- Clients evaluating succession or transition plans
- Individuals seeking greater coordination between tax and financial planning decisions
Existing Advisors and Referral Relationships
I already work with a financial advisor. Do I need to make a change?
No. Clients remain free to work with the advisors and professionals they trust. This transaction is not intended to replace those relationships.
What if I have an attorney, banker, insurance professional, or other trusted advisor?
We value collaborative relationships and believe clients are best served when trusted professionals work together.
We will continue to respect and collaborate with clients’ existing professional advisors whenever appropriate.
Are clients expected to move assets or financial planning relationships?
No. Clients will continue to make decisions based on their own goals, preferences, and needs. Our role is to provide options, expertise, and guidance, not limit client choice.
Will LattaHarris continue working with referral partners?
Absolutely. We deeply value the relationships we have built with attorneys, bankers, insurance professionals, financial advisors, and other referral partners.
These relationships remain an important part of how we serve clients and support our communities. Our objective is to strengthen those relationships, not replace them.
Information Security and Privacy
Will my information remain confidential?
Yes. Protecting client confidentiality remains a fundamental responsibility of both organizations.
We remain committed to maintaining appropriate privacy, security, and professional standards regarding client information.
How will client information be handled?
Information will be handled in accordance with applicable professional standards, legal requirements, and privacy obligations.
If client authorization is required for any specific activity, appropriate consent will be obtained.
Who should I contact if I have questions?
If you would like to discuss your specific situation, please contact your current LattaHarris or Financial Integrators professional. We would be happy to answer your questions and help you understand any opportunities that may be relevant to your circumstances.
Who should I contact if I have questions?
If you would like to discuss your specific situation, please contact your current LattaHarris or Financial Integrators professional. We would be happy to answer your questions and help you understand any opportunites that may be relevant to your circumstances. Click the button below to learn how you can get into contact with us today.
