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.
As my clients and readers of this space may remember, I've been talking about the impending rise in interest rates since the Obama administration, and finally, I'm being proven right.
One of my Grandsons was sleeping over last night, and Liz and I tried to get him interested in the classic movie, Singing In The Rain with little success. Because it’s a great movie we watched it anyway while my Grandson played on his tablet, a real-life illustration of the premise of the movie itself.
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