Platinum Wealth Solutions

Our Mission

"Impacting: Lives, Lifestyles and Legacies."
 
Our Vision
 
Committed to becoming the "Firm of Choice" in Financial Services.
 
Our Central Values
Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client’s goals and financial situation. We are committed to providing the same advice to our clients as we would expect to receive.
 
We build strong relationships based on high integrity and mutual respect.
Our product is a complete financial analysis.
We focus on what is best for our clients.
Our associates have future based attitudes.
We always deliver what we promise.
We finish what we start.
All associates have a written plan.
Every client receives an annual review.
Partnering is in the best interest of our clients and our firm.
We maintain a high performance, no excuse culture.
 
Platinum Wealth Solutions of Texas Office Lobby
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

More Newsletters →

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