Services

How We Work

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 preservation of your assets.

Strategies 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

Strategies 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.

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