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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

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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.

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Details 401(k) contribution and catch-up limits for maximizing savings.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

How Long Will Your Funds Last?

Will you be able to afford nursing home care?

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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