lat·i·tude: [lat-i-tood, -tyood]: Freedom from narrow restrictions; freedom of action or choice. Chances are, you'd probably like independent and wise investment advice with no sales pressure. Here at Latitudes we’ve made it our business to do just that. Rest assured, it’s definitely not Wall Street business as usual at Latitudes Financial Strategies.
Hi, I'm Rick DiBiasio, a 30 year veteran of the financial services industry and I founded Latitudes to offer an alternative to the mass marketed financial products offered by Wall Street. There is something to be said for independence, insight, and a financial planning process that is customized to your needs.
The pace and complexity of managing modern finances leave many people feeling unprepared and uncertain about their financial future. We begin with our proprietary software, Wealthvision SM.
Our advisory process is comprehensive, customized to your objectives, and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all your finances together and organize them in one centralized location to better position you to pursue your financial goals and aspirations.
Our planning process will help you:
* See your finances from a holistic point of view
* Create integrated strategies that take all your financial activities into account
* Identify long-term goals and the steps needed to pursue them
* Track your progress and make adjustments as you experience new life events
Our proprietary WealthVisionSM platform will then integrate your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projection, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.
The WealthVision Client Portal is designed to provide you with the robust features you need to keep in touch with what’s important to you. Your secure, personal website is available via desktop or mobile and allows you to track your progress against the goals set up by you and your financial advisor. And perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.
Simplify your finances. Spend more time on what’s important. If you’re looking to take the complexity out of managing your finances, it would be our pleasure to talk to you about accessing your comprehensive financial picture today.
Call me at 407-909-1033 to schedule a time when we can have a conversation about improving your financial plan.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand the pros and cons when considering a prepaid debit card.
Healthy habits are one of the greatest gifts to give your child.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here are five facts about Social Security that might surprise you.