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Latitude Financial, LLC

Phone:

630-553-3730

Fax:

630-708-1952

E-mail:

1089 Stillwater Court
Yorkville, IL 60560

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Vintage brass compass on an old map

Latitude Financial, LLC, is a specialized financial services firm that works with over 125 advisors. Our advisors are supported under a supervisory branch management system, which helps us educate and support our advisors.  

Our advisors are Certified Financial Planners, Certified Public Accountants, Enrolled Agents, Financial Services Professionals, Attorneys and Insurance Professionals.  Our team of experts provides daily guidance to their clients in all aspects of wealth management.

We are committed to the education of our advisors and to the financial success of all of our clients.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck