The financial service industry has gone through an evolutionary process and rightly so. At Platinum Financial Planning we have been at the forefront of this as an industry change advocate and keeping ourselves skilled up and knowledgeable about this ever changing landscape.
Out of the times of the "wild west" which saw cowboys roaming free to the times of stuffy shirted, monotone rep that knows his numbers but you don't want to party with them.
At Platinum Financial Planning, we are neither. We are in a fortunate and industry envious position where we are team with an abundance of knowledge, skills and personality.
When you join us you are not just a number on our books. You matter. We won't always tell you what you want to hear but we will always come from a place of wanting the best for you, your family and your future.
With a rich history of success both professional and in life we are immensely equipped to guide you through this journey. We have started businesses, we have started families, we have bought houses, we've retired many times, we've seen and done it all. We know the real world situations.
Contact our office for an appointment and lets walk this road together.