Services For Individuals

At Platinum Financial Associates, Inc., we focus on the financial circumstances and goals that are unique to you and your family. With that information, we help you create a personalized financial strategy based on your short-term and long-term objectives, then monitor it to help you stay on track.

FINANCIAL PLANNING - From first job to retirement and everything in between, we dive right in with you to create a tailored plan to hit your goals.

401K, 403B & IRA INVESTMENTS & ROLLOVER SERVICES - Get in depth analysis to understand all your options, fees and tax implications of rolling over your account.

INVESTMENT GUIDANCE - Grow your portfolio with our sound investment and management services for both retirement and non retirement accounts.

COLLEGE PLANNING - We’re committed to helping families invest in their children’s futures, including 529 college planning investment and review.

INDIVIDUAL INSURANCE PLANNING - We offer guidance to find the best fit for life, health, disability and long-term care insurance for optimum security and protection.