You would never drive hours to a place you've never been without a map. You need to know how long it might take, how to get there, and precisely where you're going.
Without those planning elements you might arrive late or never.
That can't happen with your financial journey. Your money needs to meet your needs at a particular time. That takes planning to make sure there's enough money at that particular time.
Whether you're investing for your child's college education (or K-12 education), for your retirement, or for some other goal, the financial goal enables the life goal.
We have resources you don't have. We have access to product strategies you may not find. And we have design techniques to make these work particularly well for you.
Life goals are one-time opportunities. Don't risk missing them because of a mistake. Let us help you pursue your goals with confidence.
Platinum Financial Group
2130 Ashley Oaks Circle
Suite 101
Wesley Chapel, FL 33544
813-428-7189
Please direct all questions to darren@myplatinumfinancialgroup.com
The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of FL, VA, CA, NJ.
No offers may be made or accepted from any resident outside the specific state(s) referenced.
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