INDEPENDENT RETIREMENT PLANNING
COMPREHENSIVE RETIREMENT PLANNING FOR INDIVIDUALS OVER AGE 50
Your retirement plan isn’t a static document—it’s a dynamic, ongoing process. We use sophisticated financial planning software to create your plan, monitor its progress, adapt to life’s changes, and explain everything to you clearly and simply.
Platinum Financial
Comprehensive Retirement Planning
At Platinum Financial, we take a personalized approach to retirement planning. Our unique PLATINUM BLUEPRINT process is designed to create a retirement plan tailored specifically to you. We consider your income, tax situation, retirement goals, and current assets to develop a plan that’s in your best interest, even if you’re new to the idea of comprehensive financial planning.
What You Get
- Step-by-step instructions to optimize your Social Security benefits.
- Advice on how to allocate and locate your assets to reduce taxes and other costs.
- Comparisons showing estimates of how long your portfolio will last based on factors you can control.
- Outline of how to strategically withdraw money from your accounts.
- Simple schedules showing how to create income from your savings.
- The Advisor Alpha or ongoing value add of working with Mike.
- A tailored plan to help reach your goals and address top concerns.