Skip to main content

Schedule a Call

407-909-1033 rick.dibiasio@lpl.com
  •  
  •  
  •  

 Latitudes Financial Strategies

 Latitudes Financial Strategies

  • Home
  • About 
    • Team & Philosophy
    • Our Approach
  • Services
    • Corporate Retirement Planning
    • Retirement Planning
    • Women Investors
    • For Theme Park Employees
  • Workshops
    • Can I Retire Workshop
    • Can I Retire Podcast
    • Maggie's Retirement Planning School
  • Account View
  • Blog
  • Contact

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

Learn More

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!  

Learn More

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

Learn More

Proudly Serving Windermere and West Orange County

 

Previous

 

Next

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.

Home

Elitelogo.jpg

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

Unique Financial Planning Considerations for Women

Submitted by Latitudes Financial Strategies on December 30th, 2020

Retirement savings are supposed to last through your lifetime. That’s the plan, of course. But with the average life expectancy of women roughly five more years than it is for men — 81.1 years vs. 76.1 years⁠1 — the savings need are therefore greater.

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

Coping with the Loss of a Spouse Checklist

Submitted by Latitudes Financial Strategies on December 30th, 2020

Losing one's significant other is one of the most stressful of all possible losses, even if you've had some time to emotionally prepare for it. And while it can be tough to do more than put one foot in front of the other, losing a spouse can also bring financial changes into your life.

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

Strategies for Managing Retirement Assets in the Event of a Layoff

Submitted by Latitudes Financial Strategies on December 30th, 2020

If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you generally have three options for your retirement plan assets. This article spells them out.

Callout:
The advantages of a direct rollover include simplicity and continued tax deferral on the full amount of your plan savings.

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?

Get in touch today

Contact info

  •   120 West 6th Avenue, Windermere, Florida 34786
  •   407-909-1033
  •   rick.dibiasio@lpl.com
  •  
  •  
  •  

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact us

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.

© 2021 Latitudes Financial Strategies. All rights reserved.

Website Design For Financial Services Professionals