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

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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

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Roth IRA Conversion

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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