The Platinum Advantage
Great Client Service
Great Client Service
Great Client Service
There's a reason our clients refer others to us:
we serve their needs with detailed precision, offer superior service, and do real financial planning with them.
Need we say more?
401k
Great Client Service
Great Client Service
Many companies in our community trust Platinum to manage their retirement plan.
We transform cost-item plans into strategic assets that help you recruit, retain, and reward your talent. And, we take care of your employees' financial needs with a financial wellness program to help reduce workplace stress and distraction.
Independent
Great Client Service
Independent
The reason you get indepedent insight from Platinum is because we're truly independent.
We have no sales quotas.
We're independent contractors.
We have an open platform of investment and insurance products that's based on the best fit for you in a competitive marketplace of options.
Resources
Great Client Service
Independent
We're affiliated with one of the largest broker-dealer/registered investment advisor networks in the US. We're partnered with the most reputable investment platforms in the industry and have access to vetted, A-rated insurance company products (life, annuity, LTC, disability).
That means the most robust data security systems to help keep
We're affiliated with one of the largest broker-dealer/registered investment advisor networks in the US. We're partnered with the most reputable investment platforms in the industry and have access to vetted, A-rated insurance company products (life, annuity, LTC, disability).
That means the most robust data security systems to help keep your information secure. It means we're paperless.
It means you have 24/7 access to your accounts.
It means we have resources to address sophisticated financial needs.