Wooden deck overlooking a blurred city skyline at night

Latitude Financial, LLC

Phone:

630-553-3730

Fax:

630-708-1952

E-mail:

info@latitudefinancial.net

1089 Stillwater Court
Yorkville, IL 60560

Calculators

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Contact Us

Please feel free to contact us with any questions.

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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.

Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Could an HSA Strengthen Your Retirement Strategy?

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

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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