Latitude Financial, LLC, is a specialized financial services firm that works with over 150 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.
Newsletters
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.