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 Latitudes Financial Strategies

 Latitudes Financial Strategies

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    • Team & Philosophy
    • Our Approach
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    • Corporate Retirement Planning
    • Retirement Planning
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    • For Theme Park Employees
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    • Can I Retire Workshop
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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

Can I Retire?

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

My responsibility is to help the families I serve achieve the financial security they want, the retirement security they need, and the peace of mind they deserve. We strive to offer meaningful results honed over 36 years of helping our clients through good markets and bad.

Corporate Retirement Planning

Retirement Investment Planning

Women Investors

For Theme Park Employees

Latest Blog Posts

Finally: The Stopped Clock Is Right! The Rise of Interest Rates

Submitted by Latitudes Financial Strategies on March 25th, 2022

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.

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"They Go Up and Down"

Submitted by Latitudes Financial Strategies on January 12th, 2022

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Singing In The Rain and Disruptive Technology

Submitted by Latitudes Financial Strategies on December 31st, 2021

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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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 website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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