We’re committed to meeting your specific needs and surpassing your expectations. This commitment is reflected in our 5-Star Client Promise—a core philosophy that guides our entire team. You can rely on this promise from everyone at our company.
What you can expect to experience at Platinum Financial
- Direct Access: Reach us directly with any questions, concerns, or planning needs—we’re here for you.
- Rapid Response: Expect prompt communication. We guarantee a response to your calls, emails, and messages within one business day.
- Flexible Scheduling: Schedule in-person meetings or office appointments whenever it suits your needs.
- Personalized Plan Adjustments: Your financial plan will adapt as your life evolves. We’ll guide and support you through any necessary changes.
- Continuous Monitoring: We provide ongoing monitoring and oversight of your accounts for your peace of mind.
- Convenient Online Access: Consolidate and access your accounts online, all in one convenient location.
- Regular Reviews & Performance Updates: Receive regular account and policy reviews, complete with up-to-date information and performance details.
- Seamless Account Servicing: From RMD processing and withdrawals to beneficiary changes, we handle all your account servicing needs efficiently.
- Expedited Service Requests: All service requests are handled promptly and efficiently.
- Proactive Communication: Stay informed with frequent communication and correspondence from our team.
- Exclusive Events & Activities: Enjoy opportunities to connect with us and other clients through educational events and social activities.
- Clear Explanations: Financial concepts, topics, and strategies will be explained in clear, easy-to-understand language.
- Unwavering Privacy: Your privacy and personal information are carefully protected.
- Respectful & Courteous Service: You can always expect to be treated with respect, courtesy, and kindness.