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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

More Newsletters →

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