At Platinum Wealth Solutions of Texas, we focus on addressing the financial needs of individuals and families. We understand and have the expertise and resources to help you make the most of your earnings and accomplish your goals for the accumulation and preservation of your assets.
Strategies available for individuals and families include:
401(k) Rollovers & IRA’s
Long Term Care Insurance
Investment Advisory Services
Life Insurance
Estate Planning Strategies*
Financial Needs Analysis
College Education Savings Plans
Tax Strategies Related To Investments*
Retirement Strategies
Disability Income Insurance
Strategies available for business owners include:
Employee Benefits
Key Man Protection
Business Succession Planning
Executive Benefits & Retention Packages
*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
