AGE 50+
Pre-Retirees & Retirees
We specialize in working with individuals who are already retired or nearing retirement (within approximately 10-15 years). Our clients recognize the importance of early retirement planning and seek the most effective strategies for navigating the complexities of this life stage. They value comprehensive retirement guidance and personalized support, rather than a simple sales pitch.
This focus allows us to tailor our knowledge to their specific needs, helping them navigate this exciting transition. We provide guidance on key decisions such as Social Security, withdrawal timing and strategies, and minimizing taxes on investment income during retirement.
DILIGENT SAVERS
You’ve worked hard and saved diligently—now it’s time to reap the rewards.
Our clients, while they may not consider themselves “rich” in the traditional sense, have achieved significant financial security through a lifetime of disciplined saving and a commitment to a frugal lifestyle. This dedication has allowed them to accumulate substantial investment portfolios, typically exceeding $500,000. They’re not interested in the allure of get-rich-quick schemes or the fleeting excitement of the latest stock market fad. They understand the importance of long-term, sustainable growth. Often, their current financial plan consists of a collection of statements from various accounts and a diversified pie chart representing their asset allocation. They recognize the need for more than this basic approach and are looking for guidance to make the most of what they have built.
VALUE ADVICE
Our clients recognize that retirement is a significant life transition, demanding careful planning and expert guidance.
They’re looking for more than just a financial advisor; they seek a trusted partner who can handle the heavy lifting and develop a comprehensive plan to make the most of their hard-earned savings. They understand that their retirement is far too important to manage alone, and they recognize the value of professional expertise in navigating the complexities of this new chapter. They want to confidently delegate the often-overwhelming tasks of retirement planning and investment management to us, knowing that their financial future is in capable hands. They’re looking for peace of mind, knowing that a dedicated team is working diligently to help secure their retirement dreams.
NICE PEOPLE
We must enjoy working with you!
A strong client-advisor relationship is essential for successful retirement planning. Just as you’re looking for the right retirement-focused, fee-only advisor, we also value a strong mutual fit. At Platinum Financial, we’ve carefully cultivated our practice by partnering with exceptional individuals who appreciate and trust the value of competent financial guidance.
Not sure if Platinum Financial is the right fit for you? We encourage you to reach out anyway. Our priority is to help everyone we connect with find the best possible solution for their retirement planning needs, regardless of whether that involves working with us. If, after discussing your situation, we determine that our services aren’t the ideal match, we’ll gladly offer alternative resources and part ways amicably. We believe in fostering positive relationships and ensuring everyone finds the support they need.