Services

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 protection of your assets.

 

Solutions 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

 

Solutions 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.