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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

Understanding the Gift Tax

It’s important to understand gift tax provisions in order to take advantage of the exemption and possibly eliminate or reduce potential tax liability.

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

Guarding Against Fraud

Three basic principles that could help consumers spot a fraudulent scheme.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 17,730.11 - 0.16

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