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 Latitudes Financial Strategies

 Latitudes Financial Strategies

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Life Doesn't Always Go According To Plan

At Latitudes Financial Strategies our personal experience has helped women better prepare for the future no matter the circumstances

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Proudly Serving Windermere and West Orange County

To Orlando's Wonderful Creative Community

At Latitudes Financial Strategies we work with artistic people who design, manage, and supply our theme parks with best in the world imagination and guest services live here. We create a custom portfolio that is unique as you are!  

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Proudly Serving Windermere and West Orange County

Are You In A Retirement Dilemma?

Providing over 30 years of experience in the financial industry, Rick Dibiasio, is here to guide you to your retirement goals

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Proudly Serving Windermere and West Orange County

 

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Welcome to Latitudes Financial Strategies

Rick DiBiasio

At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We don’t believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it?

Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us, set up an appointment right here on the website.

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Our Focus

We strive to help Orlando Executives and Professionals make work optional. We use a comprehensive process to help our clients address each of their five key concerns:

 Making Informed Decisions About Their Money, Mitigating Taxes, Taking Care of Heirs, Asset Preservation Strategies, Magnifying Charitable Gifts

We help our clients seek to maximize the probability of achieving everything that is most important to them.

Corporate Retirement Planning

Retirement Investment Planning

Women Investors

For Theme Park Employee

Latest Blog Posts

Avoid The Market Timing Trap in Retirement

Submitted by Latitudes Financial Strategies on January 29th, 2021

After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. It may be tempting to try to time the market to mitigate the risk of any sudden drops or ongoing turbulence. However, market timing is almost unequivocally a bad idea, especially when you no longer have the ability to financially recover from major mistakes.

Tags:
  • Estate Planning
  • Finance
  • Financial Planning
  • investment
  • Orlando retirement
  • Orlando Wealth Management
  • Retirement Planning
  • universal orlando retirement
  • Wealth Management
  • Windermere retirement
  • Read more

Managing Caregivers Stress

Submitted by Latitudes Financial Strategies on January 29th, 2021

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; but it typically is stressful.

Tags:
  • Estate Planning
  • Finance
  • Financial Planning
  • investment
  • Orlando retirement
  • Orlando Wealth Management
  • Retirement Planning
  • universal orlando retirement
  • Wealth Management
  • Windermere retirement
  • Read more

How Should High Net-Worth Women Use Their 401(k)?

Submitted by Latitudes Financial Strategies on January 29th, 2021

The 401(k) allows (most) account owners to stash away $19,500 per year (or $26,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017's Tax Cuts and Jobs Act reducing the top marginal tax rate for just about all tax filers through 2026, this could be a good time to reduce your pre-tax income.

Tags:
  • Estate Planning
  • Finance
  • Financial Planning
  • investment
  • Orlando retirement
  • Orlando Wealth Management
  • Retirement Planning
  • universal orlando retirement
  • Wealth Management
  • Windermere retirement
  • Read more

Looking to learn more?

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Contact info

  •   120 West 6th Avenue, Windermere, Florida 34786
  •   407-909-1033
  •   rick.dibiasio@lpl.com
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Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  NY, FL, IL, CT, GA, NJ, MI, TX and PA.

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