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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Highly Appreciated Giving

A charitable remainder trust may enable donors to give appreciated assets to a favorite charity on a tax-free basis.

Clue for Homeowners: Filing a Claim Could Cost You

According to a recent report, homeowners who filed just one insurance claim saw their premiums rise by an average of 9%.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

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.

More Newsletters →

June 03, 2015 @ 03:08 PM

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